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 | $147,743 | $159,602-7.4% | $150,045-1.5% | $142,382+3.8% |
| Participation rate | 61.9% | 84.0%-22.1pp | 82.3%-20.4pp | 80.1%-18.2pp |
| Annual return | 14.24% | 70.24%-56.0pp | 62.55%-48.3pp | 217.08%-202.8pp |
| Employer contribution / active EE | $4,399 | $4,961-11.3% | $4,693-6.3% | $4,299+2.3% |
| Participant deferral / active EE | $9,035 | $8,310+8.7% | $7,997+13.0% | $6,507+38.8% |
| Admin fee / account holder | $26,860 | $14,846+80.9% | $13,435+99.9% | $12,624+112.8% |