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 | $204,830 | $165,984+23.4% | $164,813+24.3% | $145,922+40.4% |
| Participation rate | 55.6% | 82.0%-26.4pp | 78.6%-23.0pp | 80.3%-24.7pp |
| Annual return | 17.43% | 100.03%-82.6pp | 69.93%-52.5pp | 561.29%-543.9pp |
| Employer contribution / active EE | $2,712 | $5,273-48.6% | $4,341-37.5% | $4,660-41.8% |
| Participant deferral / active EE | $5,798 | $6,959-16.7% | $6,031-3.9% | $6,688-13.3% |
| Admin fee / account holder | $1,244 | $16,648-92.5% | $12,690-90.2% | $13,397-90.7% |