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 10-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 | $193,431 | $68,719+181.5% | $91,541+111.3% | $84,808+128.1% |
| Participation rate | 64.5% | 64.5%0pp | 69.8%-5.3pp | 68.3%-3.8pp |
| Annual return | 20.22% | 19.12%+1.1pp | 20.50%-0.3pp | 40.90%-20.7pp |
| Employer contribution / active EE | $925 | $1,920-51.8% | $2,505-63.1% | $2,631-64.8% |
| Participant deferral / active EE | $5,398 | $3,136+72.1% | $4,008+34.7% | $4,212+28.2% |
| Admin fee / account holder | $46,488 | $5,786+703.4% | $6,956+568.3% | $7,344+533.0% |