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 | $237,106 | $209,411+13.2% | $178,490+32.8% | $158,922+49.2% |
| Participation rate | 50.0% | 86.3%-36.3pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 10.83% | 188.75%-177.9pp | 151.07%-140.2pp | 302.83%-292.0pp |
| Employer contribution / active EE | $2,143 | $5,706-62.5% | $5,011-57.2% | $4,761-55.0% |
| Participant deferral / active EE | $6,278 | $5,954+5.4% | $5,202+20.7% | $5,982+4.9% |
| Admin fee / account holder | $13,465 | $17,074-21.1% | $13,984-3.7% | $11,246+19.7% |