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 | $169,414 | $179,726-5.7% | $156,263+8.4% | $142,382+19.0% |
| Participation rate | 45.5% | 82.1%-36.6pp | 78.9%-33.5pp | 80.1%-34.7pp |
| Annual return | 17.45% | 77.86%-60.4pp | 59.47%-42.0pp | 217.08%-199.6pp |
| Employer contribution / active EE | $1,777 | $5,069-64.9% | $4,333-59.0% | $4,299-58.7% |
| Participant deferral / active EE | $7,183 | $6,956+3.3% | $6,158+16.6% | $6,507+10.4% |
| Admin fee / account holder | $3,759 | $17,272-78.2% | $14,255-73.6% | $12,624-70.2% |