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 | $236,513 | $214,378+10.3% | $200,582+17.9% | $142,382+66.1% |
| Participation rate | 69.6% | 87.4%-17.9pp | 86.9%-17.3pp | 80.1%-10.6pp |
| Annual return | 15.32% | 46.41%-31.1pp | 42.33%-27.0pp | 217.08%-201.8pp |
| Employer contribution / active EE | $2,375 | $6,841-65.3% | $6,419-63.0% | $4,299-44.7% |
| Participant deferral / active EE | $9,130 | $9,865-7.4% | $9,331-2.2% | $6,507+40.3% |
| Admin fee / account holder | $32,529 | $17,692+83.9% | $16,305+99.5% | $12,624+157.7% |