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 | $247,755 | $108,919+127.5% | $100,391+146.8% | $145,922+69.8% |
| Participation rate | 16.7% | 82.9%-66.3pp | 81.5%-64.8pp | 80.3%-63.6pp |
| Annual return | 14.82% | 57.88%-43.1pp | 49.20%-34.4pp | 561.29%-546.5pp |
| Employer contribution / active EE | $742 | $4,419-83.2% | $3,942-81.2% | $4,660-84.1% |
| Participant deferral / active EE | $4,153 | $8,445-50.8% | $8,082-48.6% | $6,688-37.9% |
| Admin fee / account holder | $16,307 | $9,689+68.3% | $7,899+106.4% | $13,397+21.7% |