See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,193 | $159,602+41.1% | $150,045+50.1% | $142,382+58.2% |
| Participation rate | 41.7% | 84.0%-42.3pp | 82.3%-40.7pp | 80.1%-38.5pp |
| Annual return | 12.55% | 70.24%-57.7pp | 62.55%-50.0pp | 217.08%-204.5pp |
| Employer contribution / active EE | $998 | $4,961-79.9% | $4,693-78.7% | $4,299-76.8% |
| Participant deferral / active EE | $3,047 | $8,310-63.3% | $7,997-61.9% | $6,507-53.2% |
| Admin fee / account holder | $696 | $14,846-95.3% | $13,435-94.8% | $12,624-94.5% |