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 9-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 | $150,191 | $179,726-16.4% | $156,263-3.9% | $142,382+5.5% |
| Participation rate | 28.6% | 82.1%-53.5pp | 78.9%-50.3pp | 80.1%-51.5pp |
| Annual return | 13.62% | 77.86%-64.2pp | 59.47%-45.8pp | 217.08%-203.5pp |
| Employer contribution / active EE | $1,141 | $5,069-77.5% | $4,333-73.7% | $4,299-73.5% |
| Participant deferral / active EE | $3,532 | $6,956-49.2% | $6,158-42.6% | $6,507-45.7% |
| Admin fee / account holder | $1,834 | $17,272-89.4% | $14,255-87.1% | $12,624-85.5% |