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 | $142,357 | $153,772-7.4% | $133,980+6.3% | $273,961-48.0% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.1%-20.4pp | 83.0%-16.3pp |
| Annual return | 19.30% | 36.51%-17.2pp | 29.30%-10.0pp | 41.45%-22.2pp |
| Employer contribution / active EE | $3,357 | $6,029-44.3% | $5,211-35.6% | $4,869-31.0% |
| Participant deferral / active EE | $7,784 | $6,958+11.9% | $6,282+23.9% | $5,287+47.2% |
| Admin fee / account holder | $2,275 | $11,765-80.7% | $9,324-75.6% | $10,132-77.6% |