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 | $187,548 | $140,940+33.1% | $112,229+67.1% | $139,434+34.5% |
| Participation rate | 50.0% | 79.2%-29.2pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 22.91% | 32.71%-9.8pp | 30.20%-7.3pp | 372.94%-350.0pp |
| Employer contribution / active EE | $3,337 | $4,283-22.1% | $3,430-2.7% | $4,751-29.8% |
| Participant deferral / active EE | $9,998 | $5,874+70.2% | $4,798+108.4% | $6,710+49.0% |
| Admin fee / account holder | $1,734 | $9,954-82.6% | $7,748-77.6% | $11,403-84.8% |