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 | $160,605 | $127,065+26.4% | $113,168+41.9% | $142,382+12.8% |
| Participation rate | 50.0% | 79.2%-29.2pp | 76.6%-26.6pp | 80.1%-30.1pp |
| Annual return | 14.22% | 24.03%-9.8pp | 24.27%-10.0pp | 217.08%-202.9pp |
| Employer contribution / active EE | $6,470 | $3,442+88.0% | $2,975+117.5% | $4,299+50.5% |
| Participant deferral / active EE | $11,444 | $5,716+100.2% | $5,107+124.1% | $6,507+75.9% |
| Admin fee / account holder | $458 | $15,736-97.1% | $12,068-96.2% | $12,624-96.4% |