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 | $171,567 | $172,478-0.5% | $145,661+17.8% | $142,382+20.5% |
| Participation rate | 50.0% | 80.1%-30.1pp | 77.2%-27.2pp | 80.1%-30.1pp |
| Annual return | 24.48% | 151.09%-126.6pp | 101.46%-77.0pp | 217.08%-192.6pp |
| Employer contribution / active EE | $3,604 | $4,899-26.4% | $4,238-15.0% | $4,299-16.2% |
| Participant deferral / active EE | $8,076 | $8,348-3.3% | $7,198+12.2% | $6,507+24.1% |
| Admin fee / account holder | $33,651 | $16,864+99.5% | $12,466+169.9% | $12,624+166.6% |