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 10-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 | $162,301 | $100,773+61.1% | $88,946+82.5% | $142,382+14.0% |
| Participation rate | 64.3% | 74.3%-10.0pp | 68.8%-4.6pp | 80.1%-15.8pp |
| Annual return | 13.51% | 70.18%-56.7pp | 57.82%-44.3pp | 217.08%-203.6pp |
| Employer contribution / active EE | $3,813 | $2,918+30.7% | $2,555+49.2% | $4,299-11.3% |
| Participant deferral / active EE | $7,642 | $5,230+46.1% | $4,581+66.8% | $6,507+17.4% |
| Admin fee / account holder | $3,916 | $9,693-59.6% | $8,261-52.6% | $12,624-69.0% |