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 8-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 | $154,695 | $201,272-23.1% | $184,203-16.0% | $145,922+6.0% |
| Participation rate | 63.6% | 87.5%-23.9pp | 86.8%-23.2pp | 80.3%-16.6pp |
| Annual return | 40.63% | 29.00%+11.6pp | 28.81%+11.8pp | 561.29%-520.7pp |
| Employer contribution / active EE | $5,765 | $7,022-17.9% | $6,427-10.3% | $4,660+23.7% |
| Participant deferral / active EE | $7,941 | $9,806-19.0% | $9,131-13.0% | $6,688+18.7% |
| Admin fee / account holder | $18,377 | $16,364+12.3% | $13,901+32.2% | $13,397+37.2% |