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 | $149,210 | $148,978+0.2% | $200,582-25.6% | $84,808+75.9% |
| Participation rate | 69.2% | 84.2%-15.0pp | 86.9%-17.7pp | 68.3%+0.9pp |
| Annual return | 17.00% | 28.16%-11.2pp | 42.33%-25.3pp | 40.90%-23.9pp |
| Employer contribution / active EE | $2,233 | $4,815-53.6% | $6,419-65.2% | $2,631-15.1% |
| Participant deferral / active EE | $6,263 | $7,142-12.3% | $9,331-32.9% | $4,212+48.7% |
| Admin fee / account holder | $1,973 | $13,977-85.9% | $16,305-87.9% | $7,344-73.1% |