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 | $163,655 | $157,256+4.1% | $141,162+15.9% | $152,861+7.1% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.4%-32.4pp |
| Annual return | 22.83% | 64.32%-41.5pp | 71.39%-48.6pp | 345.32%-322.5pp |
| Employer contribution / active EE | $3,722 | $5,261-29.3% | $4,735-21.4% | $4,762-21.8% |
| Participant deferral / active EE | $8,001 | $7,109+12.5% | $6,709+19.3% | $5,850+36.8% |
| Admin fee / account holder | $736 | $12,120-93.9% | $10,261-92.8% | $11,596-93.7% |