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 | $189,679 | $81,248+133.5% | $155,509+22.0% | $80,856+134.6% |
| Participation rate | 59.4% | 66.2%-6.8pp | 78.2%-18.8pp | 67.6%-8.2pp |
| Annual return | 16.84% | 33.31%-16.5pp | 64.67%-47.8pp | 35.59%-18.8pp |
| Employer contribution / active EE | $4,238 | $3,100+36.7% | $4,672-9.3% | $2,755+53.8% |
| Participant deferral / active EE | $11,668 | $3,452+238.0% | $5,626+107.4% | $4,296+171.6% |
| Admin fee / account holder | $10,894 | $7,997+36.2% | $15,912-31.5% | $6,918+57.5% |