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 | $185,927 | $102,604+81.2% | $86,188+115.7% | $139,434+33.3% |
| Participation rate | 69.2% | 74.5%-5.3pp | 69.0%+0.3pp | 80.3%-11.1pp |
| Annual return | 10.80% | 1922.51%-1911.7pp | 1168.45%-1157.6pp | 372.94%-362.1pp |
| Employer contribution / active EE | $2,059 | $3,032-32.1% | $2,380-13.5% | $4,751-56.7% |
| Participant deferral / active EE | $4,627 | $4,676-1.0% | $3,985+16.1% | $6,710-31.0% |
| Admin fee / account holder | $5,711 | $8,657-34.0% | $6,852-16.6% | $11,403-49.9% |