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 9-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 | $191,975 | $107,334+78.9% | $92,893+106.7% | $152,861+25.6% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.4%-32.4pp |
| Annual return | 21.81% | 145.58%-123.8pp | 109.41%-87.6pp | 345.32%-323.5pp |
| Employer contribution / active EE | $3,659 | $4,221-13.3% | $3,653+0.2% | $4,762-23.2% |
| Participant deferral / active EE | $8,839 | $4,845+82.4% | $4,236+108.7% | $5,850+51.1% |
| Admin fee / account holder | $1,772 | $7,079-75.0% | $5,794-69.4% | $11,596-84.7% |