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 | $154,194 | $179,726-14.2% | $156,263-1.3% | $142,382+8.3% |
| Participation rate | 53.8% | 82.1%-28.2pp | 78.9%-25.1pp | 80.1%-26.3pp |
| Annual return | 12.26% | 77.86%-65.6pp | 59.47%-47.2pp | 217.08%-204.8pp |
| Employer contribution / active EE | $1,401 | $5,069-72.4% | $4,333-67.7% | $4,299-67.4% |
| Participant deferral / active EE | $2,458 | $6,956-64.7% | $6,158-60.1% | $6,507-62.2% |
| Admin fee / account holder | $3,364 | $17,272-80.5% | $14,255-76.4% | $12,624-73.4% |