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 | $151,400 | $179,726-15.8% | $156,263-3.1% | $142,382+6.3% |
| Participation rate | 69.6% | 82.1%-12.5pp | 78.9%-9.3pp | 80.1%-10.6pp |
| Annual return | 15.21% | 77.86%-62.6pp | 59.47%-44.3pp | 217.08%-201.9pp |
| Employer contribution / active EE | $3,804 | $5,069-25.0% | $4,333-12.2% | $4,299-11.5% |
| Participant deferral / active EE | $10,394 | $6,956+49.4% | $6,158+68.8% | $6,507+59.7% |
| Admin fee / account holder | $10,019 | $17,272-42.0% | $14,255-29.7% | $12,624-20.6% |