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 | $160,665 | $159,602+0.7% | $150,045+7.1% | $142,382+12.8% |
| Participation rate | 37.5% | 84.0%-46.5pp | 82.3%-44.8pp | 80.1%-42.6pp |
| Annual return | 19.39% | 70.24%-50.8pp | 62.55%-43.2pp | 217.08%-197.7pp |
| Employer contribution / active EE | $1,140 | $4,961-77.0% | $4,693-75.7% | $4,299-73.5% |
| Participant deferral / active EE | $2,612 | $8,310-68.6% | $7,997-67.3% | $6,507-59.9% |
| Admin fee / account holder | $6,594 | $14,846-55.6% | $13,435-50.9% | $12,624-47.8% |