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 9-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 | $244,574 | $102,616+138.3% | $81,983+198.3% | $158,922+53.9% |
| Participation rate | 30.0% | 75.5%-45.5pp | 69.2%-39.2pp | 82.0%-52.0pp |
| Annual return | 9.85% | 61.04%-51.2pp | 41.31%-31.5pp | 302.83%-293.0pp |
| Employer contribution / active EE | $1,997 | $3,240-38.4% | $2,498-20.1% | $4,761-58.1% |
| Participant deferral / active EE | $6,200 | $4,648+33.4% | $3,722+66.6% | $5,982+3.6% |
| Admin fee / account holder | $7,249 | $8,235-12.0% | $5,664+28.0% | $11,246-35.5% |