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 | $170,245 | $228,332-25.4% | $185,823-8.4% | $158,922+7.1% |
| Participation rate | 60.0% | 82.3%-22.3pp | 78.0%-18.0pp | 82.0%-22.0pp |
| Annual return | 6.21% | 40.80%-34.6pp | 35.95%-29.7pp | 302.83%-296.6pp |
| Employer contribution / active EE | $2,680 | $4,967-46.0% | $4,087-34.4% | $4,761-43.7% |
| Participant deferral / active EE | $7,588 | $6,415+18.3% | $5,632+34.7% | $5,982+26.8% |
| Admin fee / account holder | $802 | $11,864-93.2% | $9,500-91.6% | $11,246-92.9% |