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 5-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 | $238,306 | $177,572+34.2% | $154,803+53.9% | $142,382+67.4% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.1%-28.1pp | 80.1%-30.1pp |
| Annual return | 20.81% | 65.07%-44.3pp | 58.88%-38.1pp | 217.08%-196.3pp |
| Employer contribution / active EE | $7,005 | $4,810+45.6% | $4,305+62.7% | $4,299+62.9% |
| Participant deferral / active EE | $11,375 | $6,272+81.4% | $5,540+105.3% | $6,507+74.8% |
| Admin fee / account holder | $1,891 | $16,786-88.7% | $14,329-86.8% | $12,624-85.0% |