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 9-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 | $176,486 | $126,574+39.4% | $106,213+66.2% | $145,922+20.9% |
| Participation rate | 64.3% | 77.6%-13.4pp | 75.3%-11.0pp | 80.3%-16.0pp |
| Annual return | 9.97% | 224.79%-214.8pp | 116.14%-106.2pp | 561.29%-551.3pp |
| Employer contribution / active EE | $2,487 | $3,730-33.3% | $3,171-21.6% | $4,660-46.6% |
| Participant deferral / active EE | $4,533 | $5,724-20.8% | $5,016-9.6% | $6,688-32.2% |
| Admin fee / account holder | $2,139 | $17,304-87.6% | $11,033-80.6% | $13,397-84.0% |