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 | $145,885 | $177,572-17.8% | $154,803-5.8% | $142,382+2.5% |
| Participation rate | 68.2% | 82.1%-13.9pp | 78.1%-9.9pp | 80.1%-11.9pp |
| Annual return | 15.73% | 65.07%-49.3pp | 58.88%-43.2pp | 217.08%-201.3pp |
| Employer contribution / active EE | $2,274 | $4,810-52.7% | $4,305-47.2% | $4,299-47.1% |
| Participant deferral / active EE | $4,922 | $6,272-21.5% | $5,540-11.2% | $6,507-24.4% |
| Admin fee / account holder | $954 | $16,786-94.3% | $14,329-93.3% | $12,624-92.4% |