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 | $190,073 | $179,726+5.8% | $156,263+21.6% | $142,382+33.5% |
| Participation rate | 69.2% | 82.1%-12.8pp | 78.9%-9.7pp | 80.1%-10.9pp |
| Annual return | 15.49% | 77.86%-62.4pp | 59.47%-44.0pp | 217.08%-201.6pp |
| Employer contribution / active EE | $2,689 | $5,069-47.0% | $4,333-37.9% | $4,299-37.5% |
| Participant deferral / active EE | $7,088 | $6,956+1.9% | $6,158+15.1% | $6,507+8.9% |
| Admin fee / account holder | $3,134 | $17,272-81.9% | $14,255-78.0% | $12,624-75.2% |