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 | $139,745 | $111,754+25.0% | $103,333+35.2% | $145,922-4.2% |
| Participation rate | 63.6% | 77.9%-14.3pp | 74.5%-10.9pp | 80.3%-16.6pp |
| Annual return | 25.33% | 24.77%+0.6pp | 24.88%+0.4pp | 561.29%-536.0pp |
| Employer contribution / active EE | $1,603 | $4,212-61.9% | $3,868-58.5% | $4,660-65.6% |
| Participant deferral / active EE | $3,283 | $5,619-41.6% | $5,057-35.1% | $6,688-50.9% |
| Admin fee / account holder | $3,323 | $9,750-65.9% | $8,355-60.2% | $13,397-75.2% |