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 | $247,140 | $181,894+35.9% | $156,549+57.9% | $273,961-9.8% |
| Participation rate | 46.7% | 88.4%-41.7pp | 84.0%-37.3pp | 83.0%-36.3pp |
| Annual return | 6.94% | 30.74%-23.8pp | 32.23%-25.3pp | 41.45%-34.5pp |
| Employer contribution / active EE | $2,404 | $6,248-61.5% | $5,501-56.3% | $4,869-50.6% |
| Participant deferral / active EE | $6,277 | $5,550+13.1% | $4,871+28.9% | $5,287+18.7% |
| Admin fee / account holder | $2,307 | $15,559-85.2% | $13,027-82.3% | $10,132-77.2% |