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 | $217,278 | $177,572+22.4% | $154,803+40.4% | $142,382+52.6% |
| Participation rate | 45.5% | 82.1%-36.6pp | 78.1%-32.6pp | 80.1%-34.7pp |
| Annual return | 17.32% | 65.07%-47.8pp | 58.88%-41.6pp | 217.08%-199.8pp |
| Employer contribution / active EE | $1,363 | $4,810-71.7% | $4,305-68.3% | $4,299-68.3% |
| Participant deferral / active EE | $5,604 | $6,272-10.6% | $5,540+1.1% | $6,507-13.9% |
| Admin fee / account holder | $3,949 | $16,786-76.5% | $14,329-72.4% | $12,624-68.7% |