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 | $187,383 | $179,726+4.3% | $156,263+19.9% | $142,382+31.6% |
| Participation rate | 25.0% | 82.1%-57.1pp | 78.9%-53.9pp | 80.1%-55.1pp |
| Annual return | 10.50% | 77.86%-67.4pp | 59.47%-49.0pp | 217.08%-206.6pp |
| Employer contribution / active EE | $1,714 | $5,069-66.2% | $4,333-60.4% | $4,299-60.1% |
| Participant deferral / active EE | $2,470 | $6,956-64.5% | $6,158-59.9% | $6,507-62.0% |
| Admin fee / account holder | $447,928 | $17,272+2493.3% | $14,255+3042.3% | $12,624+3448.3% |