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 3-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 | $191,412 | $159,602+19.9% | $150,045+27.6% | $142,382+34.4% |
| Participation rate | 33.3% | 84.0%-50.6pp | 82.3%-49.0pp | 80.1%-46.8pp |
| Annual return | 23.82% | 70.24%-46.4pp | 62.55%-38.7pp | 217.08%-193.3pp |
| Employer contribution / active EE | $31,900 | $4,961+543.1% | $4,693+579.7% | $4,299+642.0% |
| Participant deferral / active EE | $16,033 | $8,310+92.9% | $7,997+100.5% | $6,507+146.4% |
| Admin fee / account holder | $3,958 | $14,846-73.3% | $13,435-70.5% | $12,624-68.6% |