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 | $213,998 | $138,347+54.7% | $184,203+16.2% | $80,856+164.7% |
| Participation rate | 65.5% | 83.9%-18.4pp | 86.8%-21.3pp | 67.6%-2.1pp |
| Annual return | 22.43% | 20.02%+2.4pp | 28.81%-6.4pp | 35.59%-13.2pp |
| Employer contribution / active EE | $3,971 | $4,850-18.1% | $6,427-38.2% | $2,755+44.2% |
| Participant deferral / active EE | $9,280 | $7,071+31.2% | $9,131+1.6% | $4,296+116.0% |
| Admin fee / account holder | $24,106 | $10,483+129.9% | $13,901+73.4% | $6,918+248.5% |