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 | $148,681 | $107,452+38.4% | $91,541+62.4% | $142,382+4.4% |
| Participation rate | 64.3% | 75.1%-10.8pp | 69.8%-5.5pp | 80.1%-15.8pp |
| Annual return | 25.49% | 22.06%+3.4pp | 20.50%+5.0pp | 217.08%-191.6pp |
| Employer contribution / active EE | $3,648 | $2,994+21.8% | $2,505+45.6% | $4,299-15.2% |
| Participant deferral / active EE | $10,582 | $4,754+122.6% | $4,008+164.0% | $6,507+62.6% |
| Admin fee / account holder | $12,253 | $8,834+38.7% | $6,956+76.1% | $12,624-2.9% |