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 | $122,014 | $30,400+301.4% | $53,898+126.4% | $84,808+43.9% |
| Participation rate | 69.1% | 46.4%+22.6pp | 55.0%+14.1pp | 68.3%+0.8pp |
| Annual return | 15.75% | 500.19%-484.4pp | 528.60%-512.9pp | 40.90%-25.2pp |
| Employer contribution / active EE | $2,785 | $603+362.0% | $932+198.8% | $2,631+5.8% |
| Participant deferral / active EE | $8,363 | $1,199+597.7% | $1,826+357.9% | $4,212+98.6% |
| Admin fee / account holder | $26,549 | $1,993+1231.9% | $2,491+965.9% | $7,344+261.5% |