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 | $223,908 | $127,065+76.2% | $113,168+97.9% | $142,382+57.3% |
| Participation rate | 62.5% | 79.2%-16.7pp | 76.6%-14.1pp | 80.1%-17.6pp |
| Annual return | 13.31% | 24.03%-10.7pp | 24.27%-11.0pp | 217.08%-203.8pp |
| Employer contribution / active EE | $962 | $3,442-72.0% | $2,975-67.7% | $4,299-77.6% |
| Participant deferral / active EE | $4,009 | $5,716-29.9% | $5,107-21.5% | $6,507-38.4% |
| Admin fee / account holder | $53,884 | $15,736+242.4% | $12,068+346.5% | $12,624+326.8% |