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 | $144,674 | $148,534-2.6% | $135,903+6.5% | $139,434+3.8% |
| Participation rate | 29.2% | 83.9%-54.7pp | 81.9%-52.7pp | 80.3%-51.2pp |
| Annual return | 12.21% | 79.19%-67.0pp | 68.23%-56.0pp | 372.94%-360.7pp |
| Employer contribution / active EE | $1,473 | $5,243-71.9% | $4,856-69.7% | $4,751-69.0% |
| Participant deferral / active EE | $2,721 | $8,100-66.4% | $7,758-64.9% | $6,710-59.4% |
| Admin fee / account holder | $10,905 | $12,400-12.1% | $10,762+1.3% | $11,403-4.4% |