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 | $171,272 | $100,773+70.0% | $88,946+92.6% | $142,382+20.3% |
| Participation rate | 44.4% | 74.3%-29.8pp | 68.8%-24.4pp | 80.1%-35.7pp |
| Annual return | 14.51% | 70.18%-55.7pp | 57.82%-43.3pp | 217.08%-202.6pp |
| Employer contribution / active EE | $4,917 | $2,918+68.5% | $2,555+92.4% | $4,299+14.4% |
| Participant deferral / active EE | $881 | $5,230-83.2% | $4,581-80.8% | $6,507-86.5% |
| Admin fee / account holder | $3,838 | $9,693-60.4% | $8,261-53.5% | $12,624-69.6% |