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 | $221,172 | $118,849+86.1% | $96,562+129.0% | $167,490+32.1% |
| Participation rate | 55.0% | 75.5%-20.5pp | 69.8%-14.8pp | 82.1%-27.1pp |
| Annual return | 16.82% | 50.49%-33.7pp | 37.78%-21.0pp | 478.56%-461.7pp |
| Employer contribution / active EE | $2,090 | $3,120-33.0% | $2,356-11.3% | $4,837-56.8% |
| Participant deferral / active EE | $4,608 | $4,616-0.2% | $3,849+19.7% | $6,341-27.3% |
| Admin fee / account holder | $26,653 | $8,065+230.5% | $6,181+331.2% | $12,309+116.5% |