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 | $224,293 | $48,750+360.1% | $88,946+152.2% | $74,304+201.9% |
| Participation rate | 30.1% | 44.5%-14.4pp | 68.8%-38.7pp | 60.3%-30.2pp |
| Annual return | 20.96% | 25.91%-5.0pp | 57.82%-36.9pp | 29.43%-8.5pp |
| Employer contribution / active EE | $1,587 | $1,255+26.5% | $2,555-37.9% | $2,241-29.2% |
| Participant deferral / active EE | $5,099 | $2,423+110.4% | $4,581+11.3% | $3,767+35.4% |
| Admin fee / account holder | $4,235 | $3,756+12.8% | $8,261-48.7% | $2,969+42.7% |