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 4-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 | $224,908 | $74,888+200.3% | $71,209+215.8% | $142,382+58.0% |
| Participation rate | 18.2% | 76.2%-58.0pp | 73.8%-55.6pp | 80.1%-61.9pp |
| Annual return | 18.49% | 345.14%-326.7pp | 282.51%-264.0pp | 217.08%-198.6pp |
| Employer contribution / active EE | $1,105 | $2,854-61.3% | $2,721-59.4% | $4,299-74.3% |
| Participant deferral / active EE | $4,273 | $4,454-4.1% | $4,175+2.3% | $6,507-34.3% |
| Admin fee / account holder | $1,632 | $5,568-70.7% | $5,349-69.5% | $12,624-87.1% |