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 | $236,692 | $111,754+111.8% | $103,333+129.1% | $145,922+62.2% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 14.76% | 24.77%-10.0pp | 24.88%-10.1pp | 561.29%-546.5pp |
| Employer contribution / active EE | $2,266 | $4,212-46.2% | $3,868-41.4% | $4,660-51.4% |
| Participant deferral / active EE | $5,951 | $5,619+5.9% | $5,057+17.7% | $6,688-11.0% |
| Admin fee / account holder | $2,769 | $9,750-71.6% | $8,355-66.9% | $13,397-79.3% |