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 | $226,579 | $114,381+98.1% | $107,525+110.7% | $142,382+59.1% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.1%-15.1pp | 80.1%-20.1pp |
| Annual return | 14.96% | 242.71%-227.7pp | 181.32%-166.4pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,523 | $4,015-62.1% | $3,754-59.4% | $4,299-64.6% |
| Participant deferral / active EE | $2,664 | $5,564-52.1% | $5,116-47.9% | $6,507-59.1% |
| Admin fee / account holder | $1,400 | $9,860-85.8% | $8,919-84.3% | $12,624-88.9% |