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 | $116,471 | $125,758-7.4% | $169,993-31.5% | $75,163+55.0% |
| Participation rate | 69.1% | 83.6%-14.5pp | 87.0%-17.9pp | 67.2%+1.9pp |
| Annual return | 22.66% | 27.20%-4.5pp | 53.37%-30.7pp | 160.62%-138.0pp |
| Employer contribution / active EE | $2,558 | $4,615-44.6% | $6,785-62.3% | $2,670-4.2% |
| Participant deferral / active EE | $6,133 | $6,837-10.3% | $10,408-41.1% | $4,125+48.7% |
| Admin fee / account holder | $2,351 | $8,173-71.2% | $12,815-81.7% | $5,651-58.4% |