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 | $185,653 | $181,894+2.1% | $156,549+18.6% | $273,961-32.2% |
| Participation rate | 0.0% | 88.4%-88.4pp | 84.0%-84.0pp | 83.0%-83.0pp |
| Annual return | 9.90% | 30.74%-20.8pp | 32.23%-22.3pp | 41.45%-31.6pp |
| Employer contribution / active EE | $4,515 | $6,248-27.7% | $5,501-17.9% | $4,869-7.3% |
| Participant deferral / active EE | $4,515 | $5,550-18.6% | $4,871-7.3% | $5,287-14.6% |
| Admin fee / account holder | $2,940 | $15,559-81.1% | $13,027-77.4% | $10,132-71.0% |