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 | $216,075 | $165,984+30.2% | $164,813+31.1% | $145,922+48.1% |
| Participation rate | 64.3% | 82.0%-17.7pp | 78.6%-14.3pp | 80.3%-16.0pp |
| Annual return | 13.86% | 100.03%-86.2pp | 69.93%-56.1pp | 561.29%-547.4pp |
| Employer contribution / active EE | $2,212 | $5,273-58.1% | $4,341-49.0% | $4,660-52.5% |
| Participant deferral / active EE | $2,423 | $6,959-65.2% | $6,031-59.8% | $6,688-63.8% |
| Admin fee / account holder | $33,709 | $16,648+102.5% | $12,690+165.6% | $13,397+151.6% |