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 7-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 | $168,719 | $177,572-5.0% | $154,803+9.0% | $142,382+18.5% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 16.81% | 65.07%-48.3pp | 58.88%-42.1pp | 217.08%-200.3pp |
| Employer contribution / active EE | $2,205 | $4,810-54.2% | $4,305-48.8% | $4,299-48.7% |
| Participant deferral / active EE | $10,565 | $6,272+68.5% | $5,540+90.7% | $6,507+62.4% |
| Admin fee / account holder | $431 | $16,786-97.4% | $14,329-97.0% | $12,624-96.6% |