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 | $224,989 | $114,381+96.7% | $107,525+109.2% | $142,382+58.0% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.1%-35.1pp | 80.1%-40.1pp |
| Annual return | 13.01% | 242.71%-229.7pp | 181.32%-168.3pp | 217.08%-204.1pp |
| Employer contribution / active EE | $2,597 | $4,015-35.3% | $3,754-30.8% | $4,299-39.6% |
| Participant deferral / active EE | $6,674 | $5,564+19.9% | $5,116+30.5% | $6,507+2.6% |
| Admin fee / account holder | $91,128 | $9,860+824.2% | $8,919+921.8% | $12,624+621.9% |