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 | $182,748 | $115,770+57.9% | $101,248+80.5% | $158,922+15.0% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 18.34% | 56.14%-37.8pp | 46.47%-28.1pp | 302.83%-284.5pp |
| Employer contribution / active EE | $3,714 | $4,175-11.0% | $3,660+1.5% | $4,761-22.0% |
| Participant deferral / active EE | $6,510 | $4,957+31.3% | $4,370+49.0% | $5,982+8.8% |
| Admin fee / account holder | $3,847 | $7,245-46.9% | $5,945-35.3% | $11,246-65.8% |