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 | $186,000 | $183,519+1.4% | $155,509+19.6% | $145,922+27.5% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 18.18% | 61.17%-43.0pp | 64.67%-46.5pp | 561.29%-543.1pp |
| Employer contribution / active EE | $8,925 | $5,313+68.0% | $4,672+91.0% | $4,660+91.5% |
| Participant deferral / active EE | $12,979 | $6,462+100.8% | $5,626+130.7% | $6,688+94.1% |
| Admin fee / account holder | $8,777 | $19,313-54.6% | $15,912-44.8% | $13,397-34.5% |