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 | $215,083 | $202,432+6.2% | $169,368+27.0% | $139,434+54.3% |
| Participation rate | 60.0% | 81.1%-21.1pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 17.04% | 531.74%-514.7pp | 405.60%-388.6pp | 372.94%-355.9pp |
| Employer contribution / active EE | $3,525 | $4,692-24.9% | $4,013-12.2% | $4,751-25.8% |
| Participant deferral / active EE | $12,653 | $6,938+82.4% | $6,221+103.4% | $6,710+88.6% |
| Admin fee / account holder | $589 | $10,708-94.5% | $9,003-93.5% | $11,403-94.8% |