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 | $245,247 | $127,065+93.0% | $113,168+116.7% | $142,382+72.2% |
| Participation rate | 50.0% | 79.2%-29.2pp | 76.6%-26.6pp | 80.1%-30.1pp |
| Annual return | 20.64% | 24.03%-3.4pp | 24.27%-3.6pp | 217.08%-196.4pp |
| Employer contribution / active EE | $12,952 | $3,442+276.3% | $2,975+335.3% | $4,299+201.3% |
| Participant deferral / active EE | $11,804 | $5,716+106.5% | $5,107+131.1% | $6,507+81.4% |
| Admin fee / account holder | $604 | $15,736-96.2% | $12,068-95.0% | $12,624-95.2% |