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 | $159,421 | $165,335-3.6% | $149,696+6.5% | $158,922+0.3% |
| Participation rate | 0.0% | 84.6%-84.6pp | 82.5%-82.5pp | 82.0%-82.0pp |
| Annual return | 16.25% | 348.15%-331.9pp | 276.60%-260.4pp | 302.83%-286.6pp |
| Employer contribution / active EE | $1,729 | $5,103-66.1% | $4,644-62.8% | $4,761-63.7% |
| Participant deferral / active EE | $10,014 | $7,181+39.4% | $6,842+46.4% | $5,982+67.4% |
| Admin fee / account holder | $2,395 | $10,807-77.8% | $9,309-74.3% | $11,246-78.7% |