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 8-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 | $239,341 | $165,984+44.2% | $164,813+45.2% | $145,922+64.0% |
| Participation rate | 45.5% | 82.0%-36.5pp | 78.6%-33.1pp | 80.3%-34.8pp |
| Annual return | 13.68% | 100.03%-86.4pp | 69.93%-56.3pp | 561.29%-547.6pp |
| Employer contribution / active EE | $3,276 | $5,273-37.9% | $4,341-24.5% | $4,660-29.7% |
| Participant deferral / active EE | $7,277 | $6,959+4.6% | $6,031+20.7% | $6,688+8.8% |
| Admin fee / account holder | $2,675 | $16,648-83.9% | $12,690-78.9% | $13,397-80.0% |