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 | $165,540 | $165,335+0.1% | $149,696+10.6% | $158,922+4.2% |
| Participation rate | 38.5% | 84.6%-46.1pp | 82.5%-44.0pp | 82.0%-43.5pp |
| Annual return | 17.69% | 348.15%-330.5pp | 276.60%-258.9pp | 302.83%-285.1pp |
| Employer contribution / active EE | $1,304 | $5,103-74.4% | $4,644-71.9% | $4,761-72.6% |
| Participant deferral / active EE | $3,443 | $7,181-52.1% | $6,842-49.7% | $5,982-42.4% |
| Admin fee / account holder | $541 | $10,807-95.0% | $9,309-94.2% | $11,246-95.2% |