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 | $120,152 | $159,602-24.7% | $150,045-19.9% | $142,382-15.6% |
| Participation rate | 61.1% | 84.0%-22.9pp | 82.3%-21.2pp | 80.1%-19.0pp |
| Annual return | 15.48% | 70.24%-54.8pp | 62.55%-47.1pp | 217.08%-201.6pp |
| Employer contribution / active EE | $3,142 | $4,961-36.7% | $4,693-33.1% | $4,299-26.9% |
| Participant deferral / active EE | $7,978 | $8,310-4.0% | $7,997-0.2% | $6,507+22.6% |
| Admin fee / account holder | $391 | $14,846-97.4% | $13,435-97.1% | $12,624-96.9% |