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 | $199,829 | $183,519+8.9% | $155,509+28.5% | $145,922+36.9% |
| Participation rate | 16.7% | 82.7%-66.0pp | 78.2%-61.5pp | 80.3%-63.6pp |
| Annual return | 24.06% | 61.17%-37.1pp | 64.67%-40.6pp | 561.29%-537.2pp |
| Employer contribution / active EE | $1,035 | $5,313-80.5% | $4,672-77.9% | $4,660-77.8% |
| Participant deferral / active EE | $3,833 | $6,462-40.7% | $5,626-31.9% | $6,688-42.7% |
| Admin fee / account holder | $931 | $19,313-95.2% | $15,912-94.1% | $13,397-93.1% |