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 | $221,850 | $179,726+23.4% | $156,263+42.0% | $142,382+55.8% |
| Participation rate | 57.1% | 82.1%-24.9pp | 78.9%-21.8pp | 80.1%-23.0pp |
| Annual return | 14.66% | 77.86%-63.2pp | 59.47%-44.8pp | 217.08%-202.4pp |
| Employer contribution / active EE | $1,380 | $5,069-72.8% | $4,333-68.1% | $4,299-67.9% |
| Participant deferral / active EE | $2,786 | $6,956-60.0% | $6,158-54.8% | $6,507-57.2% |
| Admin fee / account holder | $5,932 | $17,272-65.7% | $14,255-58.4% | $12,624-53.0% |