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 | $208,926 | $159,602+30.9% | $150,045+39.2% | $142,382+46.7% |
| Participation rate | 33.3% | 84.0%-50.6pp | 82.3%-49.0pp | 80.1%-46.8pp |
| Annual return | 15.46% | 70.24%-54.8pp | 62.55%-47.1pp | 217.08%-201.6pp |
| Employer contribution / active EE | $1,664 | $4,961-66.4% | $4,693-64.5% | $4,299-61.3% |
| Participant deferral / active EE | $9,083 | $8,310+9.3% | $7,997+13.6% | $6,507+39.6% |
| Admin fee / account holder | $1,167 | $14,846-92.1% | $13,435-91.3% | $12,624-90.8% |