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 | $165,120 | $133,922+23.3% | $116,228+42.1% | $142,382+16.0% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.6%-24.6pp | 80.1%-30.1pp |
| Annual return | 13.06% | 147.76%-134.7pp | 90.06%-77.0pp | 217.08%-204.0pp |
| Employer contribution / active EE | $1,591 | $3,446-53.8% | $2,994-46.9% | $4,299-63.0% |
| Participant deferral / active EE | $4,208 | $5,672-25.8% | $4,953-15.1% | $6,507-35.3% |
| Admin fee / account holder | $4,379 | $14,945-70.7% | $11,989-63.5% | $12,624-65.3% |