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 | $144,204 | $179,726-19.8% | $156,263-7.7% | $142,382+1.3% |
| Participation rate | 60.0% | 82.1%-22.1pp | 78.9%-18.9pp | 80.1%-20.1pp |
| Annual return | 17.38% | 77.86%-60.5pp | 59.47%-42.1pp | 217.08%-199.7pp |
| Employer contribution / active EE | $1,493 | $5,069-70.6% | $4,333-65.5% | $4,299-65.3% |
| Participant deferral / active EE | $8,988 | $6,956+29.2% | $6,158+45.9% | $6,507+38.1% |
| Admin fee / account holder | $616 | $17,272-96.4% | $14,255-95.7% | $12,624-95.1% |