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 7-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 | $237,541 | $124,319+91.1% | $111,297+113.4% | $167,490+41.8% |
| Participation rate | 66.7% | 79.6%-12.9pp | 77.3%-10.6pp | 82.1%-15.4pp |
| Annual return | 16.12% | 37.44%-21.3pp | 54.65%-38.5pp | 478.56%-462.4pp |
| Employer contribution / active EE | $2,090 | $3,435-39.2% | $2,731-23.5% | $4,837-56.8% |
| Participant deferral / active EE | $9,415 | $5,180+81.7% | $4,487+109.8% | $6,341+48.5% |
| Admin fee / account holder | $5,858 | $10,618-44.8% | $7,964-26.4% | $12,309-52.4% |