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 | $162,846 | $140,986+15.5% | $198,754-18.1% | $116,875+39.3% |
| Participation rate | 61.1% | 77.3%-16.2pp | 81.4%-20.3pp | 74.5%-13.4pp |
| Annual return | 18.30% | 18.14%+0.2pp | 4947.04%-4928.7pp | 16.29%+2.0pp |
| Employer contribution / active EE | $2,353 | $4,137-43.1% | $4,008-41.3% | $3,288-28.4% |
| Participant deferral / active EE | $3,383 | $3,620-6.5% | $4,138-18.3% | $3,885-12.9% |
| Admin fee / account holder | $10,543 | $11,748-10.3% | $12,082-12.7% | $12,263-14.0% |