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 | $148,814 | $117,983+26.1% | $101,794+46.2% | $142,382+4.5% |
| Participation rate | 30.8% | 74.2%-43.5pp | 69.2%-38.4pp | 80.1%-49.4pp |
| Annual return | 14.94% | 36.92%-22.0pp | 30.53%-15.6pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,992 | $2,773-28.1% | $2,289-13.0% | $4,299-53.7% |
| Participant deferral / active EE | $1,383 | $4,714-70.7% | $4,084-66.1% | $6,507-78.7% |
| Admin fee / account holder | $13,864 | $10,433+32.9% | $8,777+58.0% | $12,624+9.8% |