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 | $236,308 | $214,378+10.2% | $200,582+17.8% | $142,382+66.0% |
| Participation rate | 65.0% | 87.4%-22.4pp | 86.9%-21.9pp | 80.1%-15.1pp |
| Annual return | 14.29% | 46.41%-32.1pp | 42.33%-28.0pp | 217.08%-202.8pp |
| Employer contribution / active EE | $0 | $6,841-100.0% | $6,419-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,869 | $9,865-50.6% | $9,331-47.8% | $6,507-25.2% |
| Admin fee / account holder | $2,029 | $17,692-88.5% | $16,305-87.6% | $12,624-83.9% |