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 | $187,824 | $183,519+2.3% | $155,509+20.8% | $145,922+28.7% |
| Participation rate | 33.3% | 82.7%-49.3pp | 78.2%-44.9pp | 80.3%-46.9pp |
| Annual return | 20.03% | 61.17%-41.1pp | 64.67%-44.6pp | 561.29%-541.3pp |
| Employer contribution / active EE | $4,430 | $5,313-16.6% | $4,672-5.2% | $4,660-4.9% |
| Participant deferral / active EE | $2,008 | $6,462-68.9% | $5,626-64.3% | $6,688-70.0% |
| Admin fee / account holder | $1,036 | $19,313-94.6% | $15,912-93.5% | $13,397-92.3% |