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 | $170,784 | $165,335+3.3% | $149,696+14.1% | $158,922+7.5% |
| Participation rate | 47.6% | 84.6%-37.0pp | 82.5%-34.9pp | 82.0%-34.3pp |
| Annual return | 11.77% | 348.15%-336.4pp | 276.60%-264.8pp | 302.83%-291.1pp |
| Employer contribution / active EE | $2,331 | $5,103-54.3% | $4,644-49.8% | $4,761-51.0% |
| Participant deferral / active EE | $4,342 | $7,181-39.5% | $6,842-36.5% | $5,982-27.4% |
| Admin fee / account holder | $17,724 | $10,807+64.0% | $9,309+90.4% | $11,246+57.6% |