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 5-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 | $171,821 | $177,572-3.2% | $154,803+11.0% | $142,382+20.7% |
| Participation rate | 42.9% | 82.1%-39.2pp | 78.1%-35.2pp | 80.1%-37.3pp |
| Annual return | 15.09% | 65.07%-50.0pp | 58.88%-43.8pp | 217.08%-202.0pp |
| Employer contribution / active EE | $3,380 | $4,810-29.7% | $4,305-21.5% | $4,299-21.4% |
| Participant deferral / active EE | $8,336 | $6,272+32.9% | $5,540+50.4% | $6,507+28.1% |
| Admin fee / account holder | $3,861 | $16,786-77.0% | $14,329-73.1% | $12,624-69.4% |