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 5-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 | $223,369 | $140,940+58.5% | $112,229+99.0% | $139,434+60.2% |
| Participation rate | 27.3% | 79.2%-51.9pp | 72.4%-45.2pp | 80.3%-53.0pp |
| Annual return | 25.13% | 32.71%-7.6pp | 30.20%-5.1pp | 372.94%-347.8pp |
| Employer contribution / active EE | $925 | $4,283-78.4% | $3,430-73.0% | $4,751-80.5% |
| Participant deferral / active EE | $2,494 | $5,874-57.5% | $4,798-48.0% | $6,710-62.8% |
| Admin fee / account holder | $2,267 | $9,954-77.2% | $7,748-70.7% | $11,403-80.1% |