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 9-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 | $152,989 | $177,572-13.8% | $154,803-1.2% | $142,382+7.4% |
| Participation rate | 40.0% | 82.1%-42.1pp | 78.1%-38.1pp | 80.1%-40.1pp |
| Annual return | 17.61% | 65.07%-47.5pp | 58.88%-41.3pp | 217.08%-199.5pp |
| Employer contribution / active EE | $1,379 | $4,810-71.3% | $4,305-68.0% | $4,299-67.9% |
| Participant deferral / active EE | $5,124 | $6,272-18.3% | $5,540-7.5% | $6,507-21.3% |
| Admin fee / account holder | $703 | $16,786-95.8% | $14,329-95.1% | $12,624-94.4% |