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 6-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 | $243,470 | $183,519+32.7% | $155,509+56.6% | $145,922+66.8% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 25.84% | 61.17%-35.3pp | 64.67%-38.8pp | 561.29%-535.4pp |
| Employer contribution / active EE | $3,260 | $5,313-38.6% | $4,672-30.2% | $4,660-30.0% |
| Participant deferral / active EE | $15,333 | $6,462+137.3% | $5,626+172.5% | $6,688+129.3% |
| Admin fee / account holder | $392 | $19,313-98.0% | $15,912-97.5% | $13,397-97.1% |