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 6-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 | $147,921 | $114,381+29.3% | $107,525+37.6% | $142,382+3.9% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.1%-15.1pp | 80.1%-20.1pp |
| Annual return | 21.58% | 242.71%-221.1pp | 181.32%-159.7pp | 217.08%-195.5pp |
| Employer contribution / active EE | $1,203 | $4,015-70.0% | $3,754-67.9% | $4,299-72.0% |
| Participant deferral / active EE | $9,515 | $5,564+71.0% | $5,116+86.0% | $6,507+46.2% |
| Admin fee / account holder | $660 | $9,860-93.3% | $8,919-92.6% | $12,624-94.8% |