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 | $229,366 | $127,065+80.5% | $113,168+102.7% | $142,382+61.1% |
| Participation rate | 33.3% | 79.2%-45.9pp | 76.6%-43.2pp | 80.1%-46.8pp |
| Annual return | 16.49% | 24.03%-7.5pp | 24.27%-7.8pp | 217.08%-200.6pp |
| Employer contribution / active EE | $1,215 | $3,442-64.7% | $2,975-59.2% | $4,299-71.7% |
| Participant deferral / active EE | $7,833 | $5,716+37.0% | $5,107+53.4% | $6,507+20.4% |
| Admin fee / account holder | $4,495 | $15,736-71.4% | $12,068-62.8% | $12,624-64.4% |