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 | $148,743 | $110,257+34.9% | $96,544+54.1% | $139,434+6.7% |
| Participation rate | 68.4% | 78.1%-9.7pp | 76.0%-7.5pp | 80.3%-11.9pp |
| Annual return | 15.15% | 26.32%-11.2pp | 25.84%-10.7pp | 372.94%-357.8pp |
| Employer contribution / active EE | $2,867 | $3,620-20.8% | $2,965-3.3% | $4,751-39.7% |
| Participant deferral / active EE | $8,718 | $5,548+57.1% | $4,851+79.7% | $6,710+29.9% |
| Admin fee / account holder | $7,331 | $11,591-36.8% | $8,252-11.2% | $11,403-35.7% |