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 | $168,582 | $167,484+0.7% | $151,611+11.2% | $134,475+25.4% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | -8.74% | 7.80%-16.5pp | 3.33%-12.1pp | 417.96%-426.7pp |
| Employer contribution / active EE | $16,700 | $6,829+144.5% | $6,166+170.8% | $4,740+252.4% |
| Participant deferral / active EE | $10,138 | $8,986+12.8% | $8,363+21.2% | $6,400+58.4% |
| Admin fee / account holder | $938 | $13,783-93.2% | $11,616-91.9% | $11,426-91.8% |