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 | $239,898 | $162,781+47.4% | $133,956+79.1% | $158,922+51.0% |
| Participation rate | 60.0% | 83.2%-23.2pp | 79.8%-19.8pp | 82.0%-22.0pp |
| Annual return | 21.11% | 41.94%-20.8pp | 45.09%-24.0pp | 302.83%-281.7pp |
| Employer contribution / active EE | $1,989 | $4,975-60.0% | $3,919-49.2% | $4,761-58.2% |
| Participant deferral / active EE | $5,280 | $5,911-10.7% | $5,048+4.6% | $5,982-11.7% |
| Admin fee / account holder | $415 | $11,736-96.5% | $8,927-95.3% | $11,246-96.3% |