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 | $143,482 | $201,272-28.7% | $184,203-22.1% | $145,922-1.7% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 15.02% | 29.00%-14.0pp | 28.81%-13.8pp | 561.29%-546.3pp |
| Employer contribution / active EE | $3,621 | $7,022-48.4% | $6,427-43.7% | $4,660-22.3% |
| Participant deferral / active EE | $10,183 | $9,806+3.8% | $9,131+11.5% | $6,688+52.3% |
| Admin fee / account holder | $567 | $16,364-96.5% | $13,901-95.9% | $13,397-95.8% |