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 | $228,289 | $179,726+27.0% | $156,263+46.1% | $142,382+60.3% |
| Participation rate | 52.4% | 82.1%-29.7pp | 78.9%-26.5pp | 80.1%-27.7pp |
| Annual return | 11.64% | 77.86%-66.2pp | 59.47%-47.8pp | 217.08%-205.4pp |
| Employer contribution / active EE | $4,261 | $5,069-15.9% | $4,333-1.7% | $4,299-0.9% |
| Participant deferral / active EE | $8,523 | $6,956+22.5% | $6,158+38.4% | $6,507+31.0% |
| Admin fee / account holder | $15,467 | $17,272-10.5% | $14,255+8.5% | $12,624+22.5% |