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 | $177,084 | $227,396-22.1% | $442,409-60.0% | $116,875+51.5% |
| Participation rate | 67.6% | 85.7%-18.2pp | 88.0%-20.4pp | 74.5%-7.0pp |
| Annual return | 25.34% | 16.35%+9.0pp | 90.53%-65.2pp | 16.29%+9.1pp |
| Employer contribution / active EE | $2,084 | $5,244-60.2% | $7,697-72.9% | $3,288-36.6% |
| Participant deferral / active EE | $8,219 | $7,352+11.8% | $7,555+8.8% | $3,885+111.6% |
| Admin fee / account holder | $1,858 | $16,310-88.6% | $51,603-96.4% | $12,263-84.8% |