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 10-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 | $240,031 | $214,378+12.0% | $200,582+19.7% | $142,382+68.6% |
| Participation rate | 0.0% | 87.4%-87.4pp | 86.9%-86.9pp | 80.1%-80.1pp |
| Annual return | 13.76% | 46.41%-32.6pp | 42.33%-28.6pp | 217.08%-203.3pp |
| Employer contribution / active EE | $2,051 | $6,841-70.0% | $6,419-68.0% | $4,299-52.3% |
| Participant deferral / active EE | $7,598 | $9,865-23.0% | $9,331-18.6% | $6,507+16.8% |
| Admin fee / account holder | $33,148 | $17,692+87.4% | $16,305+103.3% | $12,624+162.6% |