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 5-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 | $159,344 | $114,381+39.3% | $107,525+48.2% | $142,382+11.9% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 22.11% | 242.71%-220.6pp | 181.32%-159.2pp | 217.08%-195.0pp |
| Employer contribution / active EE | $4,312 | $4,015+7.4% | $3,754+14.9% | $4,299+0.3% |
| Participant deferral / active EE | $18,531 | $5,564+233.0% | $5,116+262.2% | $6,507+184.8% |
| Admin fee / account holder | $23,600 | $9,860+139.3% | $8,919+164.6% | $12,624+86.9% |