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 | $235,437 | $110,257+113.5% | $96,544+143.9% | $139,434+68.9% |
| Participation rate | 53.8% | 78.1%-24.2pp | 76.0%-22.1pp | 80.3%-26.5pp |
| Annual return | 138.83% | 26.32%+112.5pp | 25.84%+113.0pp | 372.94%-234.1pp |
| Employer contribution / active EE | $2,780 | $3,620-23.2% | $2,965-6.2% | $4,751-41.5% |
| Participant deferral / active EE | $4,254 | $5,548-23.3% | $4,851-12.3% | $6,710-36.6% |
| Admin fee / account holder | $2,588 | $11,591-77.7% | $8,252-68.6% | $11,403-77.3% |