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 | $235,421 | $99,877+135.7% | $84,966+177.1% | $145,922+61.3% |
| Participation rate | 60.0% | 74.1%-14.1pp | 67.5%-7.5pp | 80.3%-20.3pp |
| Annual return | 18.41% | 83.76%-65.4pp | 66.38%-48.0pp | 561.29%-542.9pp |
| Employer contribution / active EE | $2,326 | $3,231-28.0% | $2,727-14.7% | $4,660-50.1% |
| Participant deferral / active EE | $11,766 | $5,291+122.4% | $4,519+160.4% | $6,688+75.9% |
| Admin fee / account holder | $62,785 | $7,248+766.3% | $6,149+921.1% | $13,397+368.7% |