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 | $205,328 | $177,572+15.6% | $154,803+32.6% | $142,382+44.2% |
| Participation rate | 42.9% | 82.1%-39.2pp | 78.1%-35.2pp | 80.1%-37.3pp |
| Annual return | 19.22% | 65.07%-45.9pp | 58.88%-39.7pp | 217.08%-197.9pp |
| Employer contribution / active EE | $1,436 | $4,810-70.1% | $4,305-66.6% | $4,299-66.6% |
| Participant deferral / active EE | $7,018 | $6,272+11.9% | $5,540+26.7% | $6,507+7.8% |
| Admin fee / account holder | $2,471 | $16,786-85.3% | $14,329-82.8% | $12,624-80.4% |