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 4-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 | $142,456 | $53,053+168.5% | $126,539+12.6% | $74,304+91.7% |
| Participation rate | 56.4% | 48.0%+8.4pp | 69.8%-13.4pp | 60.3%-3.9pp |
| Annual return | 16.60% | 29.46%-12.9pp | 425.95%-409.3pp | 29.43%-12.8pp |
| Employer contribution / active EE | $2,102 | $1,168+80.0% | $3,674-42.8% | $2,241-6.2% |
| Participant deferral / active EE | $4,909 | $2,303+113.1% | $4,083+20.2% | $3,767+30.3% |
| Admin fee / account holder | $18,077 | $3,698+388.8% | $6,065+198.1% | $2,969+508.9% |