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 | $164,806 | $179,726-8.3% | $156,263+5.5% | $142,382+15.7% |
| Participation rate | 61.5% | 82.1%-20.5pp | 78.9%-17.4pp | 80.1%-18.6pp |
| Annual return | 12.44% | 77.86%-65.4pp | 59.47%-47.0pp | 217.08%-204.6pp |
| Employer contribution / active EE | $2,130 | $5,069-58.0% | $4,333-50.9% | $4,299-50.5% |
| Participant deferral / active EE | $7,408 | $6,956+6.5% | $6,158+20.3% | $6,507+13.8% |
| Admin fee / account holder | $1,597 | $17,272-90.8% | $14,255-88.8% | $12,624-87.3% |