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 | $199,427 | $163,101+22.3% | $136,749+45.8% | $142,382+40.1% |
| Participation rate | 62.5% | 78.2%-15.7pp | 72.1%-9.6pp | 80.1%-17.6pp |
| Annual return | 18.19% | 27.54%-9.3pp | 24.33%-6.1pp | 217.08%-198.9pp |
| Employer contribution / active EE | $1,563 | $4,117-62.0% | $3,400-54.0% | $4,299-63.6% |
| Participant deferral / active EE | $4,434 | $5,585-20.6% | $4,692-5.5% | $6,507-31.9% |
| Admin fee / account holder | $13,158 | $14,318-8.1% | $11,386+15.6% | $12,624+4.2% |