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 | $168,697 | $88,083+91.5% | $164,813+2.4% | $74,495+126.5% |
| Participation rate | 56.2% | 73.0%-16.9pp | 78.6%-22.4pp | 67.2%-11.0pp |
| Annual return | 18.94% | 17.26%+1.7pp | 69.93%-51.0pp | 1364.94%-1346.0pp |
| Employer contribution / active EE | $897 | $2,593-65.4% | $4,341-79.3% | $2,623-65.8% |
| Participant deferral / active EE | $6,166 | $4,498+37.1% | $6,031+2.2% | $4,346+41.9% |
| Admin fee / account holder | $5,542 | $2,234+148.1% | $12,690-56.3% | $1,942+185.4% |