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 7-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 | $228,926 | $159,602+43.4% | $150,045+52.6% | $142,382+60.8% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 17.26% | 70.24%-53.0pp | 62.55%-45.3pp | 217.08%-199.8pp |
| Employer contribution / active EE | $3,195 | $4,961-35.6% | $4,693-31.9% | $4,299-25.7% |
| Participant deferral / active EE | $5,273 | $8,310-36.5% | $7,997-34.1% | $6,507-19.0% |
| Admin fee / account holder | $5,264 | $14,846-64.5% | $13,435-60.8% | $12,624-58.3% |