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 | $248,431 | $177,572+39.9% | $154,803+60.5% | $142,382+74.5% |
| Participation rate | 47.1% | 82.1%-35.0pp | 78.1%-31.0pp | 80.1%-33.1pp |
| Annual return | 15.61% | 65.07%-49.5pp | 58.88%-43.3pp | 217.08%-201.5pp |
| Employer contribution / active EE | $1,659 | $4,810-65.5% | $4,305-61.5% | $4,299-61.4% |
| Participant deferral / active EE | $3,670 | $6,272-41.5% | $5,540-33.8% | $6,507-43.6% |
| Admin fee / account holder | $2,446 | $16,786-85.4% | $14,329-82.9% | $12,624-80.6% |