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 | $228,115 | $192,717+18.4% | $142,449+60.1% | $139,434+63.6% |
| Participation rate | 63.2% | 81.5%-18.3pp | 76.8%-13.6pp | 80.3%-17.2pp |
| Annual return | 18.51% | 17.99%+0.5pp | 19.99%-1.5pp | 372.94%-354.4pp |
| Employer contribution / active EE | $4,953 | $5,806-14.7% | $4,847+2.2% | $4,751+4.3% |
| Participant deferral / active EE | $9,399 | $7,208+30.4% | $6,283+49.6% | $6,710+40.1% |
| Admin fee / account holder | $7,203 | $15,124-52.4% | $10,011-28.0% | $11,403-36.8% |