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 4-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 | $192,222 | $114,381+68.1% | $107,525+78.8% | $142,382+35.0% |
| Participation rate | 22.2% | 78.1%-55.9pp | 75.1%-52.9pp | 80.1%-57.9pp |
| Annual return | 20.31% | 242.71%-222.4pp | 181.32%-161.0pp | 217.08%-196.8pp |
| Employer contribution / active EE | $1,236 | $4,015-69.2% | $3,754-67.1% | $4,299-71.2% |
| Participant deferral / active EE | $6,889 | $5,564+23.8% | $5,116+34.7% | $6,507+5.9% |
| Admin fee / account holder | $1,706 | $9,860-82.7% | $8,919-80.9% | $12,624-86.5% |