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 | $185,030 | $214,378-13.7% | $200,582-7.8% | $142,382+30.0% |
| Participation rate | 54.5% | 87.4%-32.9pp | 86.9%-32.3pp | 80.1%-25.6pp |
| Annual return | 15.64% | 46.41%-30.8pp | 42.33%-26.7pp | 217.08%-201.4pp |
| Employer contribution / active EE | $2,083 | $6,841-69.6% | $6,419-67.6% | $4,299-51.6% |
| Participant deferral / active EE | $4,694 | $9,865-52.4% | $9,331-49.7% | $6,507-27.9% |
| Admin fee / account holder | $19,666 | $17,692+11.2% | $16,305+20.6% | $12,624+55.8% |