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 | $228,098 | $214,378+6.4% | $200,582+13.7% | $142,382+60.2% |
| Participation rate | 64.3% | 87.4%-23.2pp | 86.9%-22.6pp | 80.1%-15.8pp |
| Annual return | 17.80% | 46.41%-28.6pp | 42.33%-24.5pp | 217.08%-199.3pp |
| Employer contribution / active EE | $2,774 | $6,841-59.5% | $6,419-56.8% | $4,299-35.5% |
| Participant deferral / active EE | $8,963 | $9,865-9.1% | $9,331-3.9% | $6,507+37.7% |
| Admin fee / account holder | $6,301 | $17,692-64.4% | $16,305-61.4% | $12,624-50.1% |