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 | $156,417 | $177,572-11.9% | $154,803+1.0% | $142,382+9.9% |
| Participation rate | 69.2% | 82.1%-12.8pp | 78.1%-8.8pp | 80.1%-10.9pp |
| Annual return | 19.08% | 65.07%-46.0pp | 58.88%-39.8pp | 217.08%-198.0pp |
| Employer contribution / active EE | $3,498 | $4,810-27.3% | $4,305-18.8% | $4,299-18.6% |
| Participant deferral / active EE | $6,737 | $6,272+7.4% | $5,540+21.6% | $6,507+3.5% |
| Admin fee / account holder | $14,283 | $16,786-14.9% | $14,329-0.3% | $12,624+13.1% |