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 | $227,110 | $179,726+26.4% | $156,263+45.3% | $142,382+59.5% |
| Participation rate | 69.2% | 82.1%-12.8pp | 78.9%-9.7pp | 80.1%-10.9pp |
| Annual return | 14.17% | 77.86%-63.7pp | 59.47%-45.3pp | 217.08%-202.9pp |
| Employer contribution / active EE | $2,037 | $5,069-59.8% | $4,333-53.0% | $4,299-52.6% |
| Participant deferral / active EE | $7,457 | $6,956+7.2% | $6,158+21.1% | $6,507+14.6% |
| Admin fee / account holder | $10,763 | $17,272-37.7% | $14,255-24.5% | $12,624-14.7% |