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 | $160,980 | $214,378-24.9% | $200,582-19.7% | $142,382+13.1% |
| Participation rate | 66.7% | 87.4%-20.8pp | 86.9%-20.2pp | 80.1%-13.5pp |
| Annual return | 19.77% | 46.41%-26.6pp | 42.33%-22.6pp | 217.08%-197.3pp |
| Employer contribution / active EE | $2,709 | $6,841-60.4% | $6,419-57.8% | $4,299-37.0% |
| Participant deferral / active EE | $8,273 | $9,865-16.1% | $9,331-11.3% | $6,507+27.1% |
| Admin fee / account holder | $1,376 | $17,692-92.2% | $16,305-91.6% | $12,624-89.1% |