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 | $135,395 | $159,602-15.2% | $150,045-9.8% | $142,382-4.9% |
| Participation rate | 20.0% | 84.0%-64.0pp | 82.3%-62.3pp | 80.1%-60.1pp |
| Annual return | 31.33% | 70.24%-38.9pp | 62.55%-31.2pp | 217.08%-185.7pp |
| Employer contribution / active EE | $2,989 | $4,961-39.7% | $4,693-36.3% | $4,299-30.5% |
| Participant deferral / active EE | $11,816 | $8,310+42.2% | $7,997+47.8% | $6,507+81.6% |
| Admin fee / account holder | $814 | $14,846-94.5% | $13,435-93.9% | $12,624-93.6% |