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 | $140,432 | $85,022+65.2% | $70,515+99.2% | $139,434+0.7% |
| Participation rate | 45.8% | 73.9%-28.1pp | 68.3%-22.5pp | 80.3%-34.5pp |
| Annual return | 16.13% | 30.38%-14.3pp | 32.77%-16.6pp | 372.94%-356.8pp |
| Employer contribution / active EE | $2,215 | $3,909-43.3% | $2,973-25.5% | $4,751-53.4% |
| Participant deferral / active EE | $6,082 | $5,890+3.2% | $4,567+33.2% | $6,710-9.4% |
| Admin fee / account holder | $9,436 | $8,906+5.9% | $6,412+47.2% | $11,403-17.3% |