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 6-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 | $161,549 | $105,181+53.6% | $159,436+1.3% | $85,850+88.2% |
| Participation rate | 44.1% | 75.8%-31.7pp | 82.8%-38.7pp | 69.3%-25.2pp |
| Annual return | 17.64% | 45.07%-27.4pp | 263.57%-245.9pp | 318.53%-300.9pp |
| Employer contribution / active EE | $2,447 | $3,318-26.3% | $4,829-49.3% | $2,565-4.6% |
| Participant deferral / active EE | $5,756 | $5,945-3.2% | $7,352-21.7% | $3,952+45.7% |
| Admin fee / account holder | $9,583 | $6,933+38.2% | $10,799-11.3% | $6,260+53.1% |