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 | $160,858 | $185,822-13.4% | $169,993-5.4% | $139,434+15.4% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 24.39% | 60.50%-36.1pp | 53.37%-29.0pp | 372.94%-348.6pp |
| Employer contribution / active EE | $2,399 | $7,590-68.4% | $6,785-64.6% | $4,751-49.5% |
| Participant deferral / active EE | $3,970 | $11,622-65.8% | $10,408-61.9% | $6,710-40.8% |
| Admin fee / account holder | $2,086 | $15,381-86.4% | $12,815-83.7% | $11,403-81.7% |