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 7-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 | $211,187 | $70,669+198.8% | $169,368+24.7% | $75,163+181.0% |
| Participation rate | 51.9% | 64.8%-12.9pp | 77.1%-25.3pp | 67.2%-15.3pp |
| Annual return | 17.05% | 36.36%-19.3pp | 405.60%-388.5pp | 160.62%-143.6pp |
| Employer contribution / active EE | $5,821 | $2,211+163.3% | $4,013+45.1% | $2,670+118.0% |
| Participant deferral / active EE | $8,793 | $4,311+104.0% | $6,221+41.3% | $4,125+113.2% |
| Admin fee / account holder | $19,695 | $5,402+264.6% | $9,003+118.8% | $5,651+248.5% |