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 7-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 | $190,542 | $159,602+19.4% | $150,045+27.0% | $142,382+33.8% |
| Participation rate | 64.3% | 84.0%-19.7pp | 82.3%-18.0pp | 80.1%-15.8pp |
| Annual return | 12.48% | 70.24%-57.8pp | 62.55%-50.1pp | 217.08%-204.6pp |
| Employer contribution / active EE | $5,076 | $4,961+2.3% | $4,693+8.2% | $4,299+18.1% |
| Participant deferral / active EE | $8,324 | $8,310+0.2% | $7,997+4.1% | $6,507+27.9% |
| Admin fee / account holder | $101,508 | $14,846+583.7% | $13,435+655.6% | $12,624+704.1% |