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 6-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 | $120,022 | $89,753+33.7% | $107,525+11.6% | $84,808+41.5% |
| Participation rate | 55.6% | 68.1%-12.5pp | 75.1%-19.5pp | 68.3%-12.8pp |
| Annual return | 29.37% | 29.48%-0.1pp | 181.32%-151.9pp | 40.90%-11.5pp |
| Employer contribution / active EE | $4,483 | $3,113+44.0% | $3,754+19.4% | $2,631+70.4% |
| Participant deferral / active EE | $9,096 | $4,056+124.3% | $5,116+77.8% | $4,212+116.0% |
| Admin fee / account holder | $4,620 | $7,222-36.0% | $8,919-48.2% | $7,344-37.1% |