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 4-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 | $155,585 | $89,753+73.3% | $107,525+44.7% | $84,808+83.5% |
| Participation rate | 57.4% | 68.1%-10.6pp | 75.1%-17.6pp | 68.3%-10.9pp |
| Annual return | 23.94% | 29.48%-5.5pp | 181.32%-157.4pp | 40.90%-17.0pp |
| Employer contribution / active EE | $2,380 | $3,113-23.6% | $3,754-36.6% | $2,631-9.6% |
| Participant deferral / active EE | $4,839 | $4,056+19.3% | $5,116-5.4% | $4,212+14.9% |
| Admin fee / account holder | $13,321 | $7,222+84.4% | $8,919+49.4% | $7,344+81.4% |