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 8-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 | $155,705 | $175,202-11.1% | $149,673+4.0% | $139,434+11.7% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 16.59% | 166.71%-150.1pp | 134.42%-117.8pp | 372.94%-356.4pp |
| Employer contribution / active EE | $4,037 | $5,474-26.2% | $4,818-16.2% | $4,751-15.0% |
| Participant deferral / active EE | $13,125 | $6,519+101.3% | $5,680+131.1% | $6,710+95.6% |
| Admin fee / account holder | $4,468 | $16,150-72.3% | $13,210-66.2% | $11,403-60.8% |