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 | $136,949 | $152,587-10.2% | $125,175+9.4% | $152,861-10.4% |
| Participation rate | 60.0% | 83.3%-23.3pp | 79.8%-19.8pp | 82.4%-22.4pp |
| Annual return | 24.97% | 54.84%-29.9pp | 43.79%-18.8pp | 345.32%-320.3pp |
| Employer contribution / active EE | $4,430 | $4,946-10.4% | $3,865+14.6% | $4,762-7.0% |
| Participant deferral / active EE | $7,761 | $5,868+32.3% | $4,937+57.2% | $5,850+32.7% |
| Admin fee / account holder | $3,910 | $13,434-70.9% | $9,702-59.7% | $11,596-66.3% |