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 | $135,338 | $165,335-18.1% | $149,696-9.6% | $158,922-14.8% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 27.45% | 348.15%-320.7pp | 276.60%-249.1pp | 302.83%-275.4pp |
| Employer contribution / active EE | $6,053 | $5,103+18.6% | $4,644+30.3% | $4,761+27.1% |
| Participant deferral / active EE | $12,996 | $7,181+81.0% | $6,842+90.0% | $5,982+117.2% |
| Admin fee / account holder | $15,764 | $10,807+45.9% | $9,309+69.3% | $11,246+40.2% |