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 | $120,528 | $117,841+2.3% | $102,423+17.7% | $145,922-17.4% |
| Participation rate | 68.4% | 78.6%-10.2pp | 76.5%-8.1pp | 80.3%-11.9pp |
| Annual return | 23.23% | 31.65%-8.4pp | 29.32%-6.1pp | 561.29%-538.1pp |
| Employer contribution / active EE | $2,218 | $3,615-38.6% | $3,023-26.6% | $4,660-52.4% |
| Participant deferral / active EE | $4,195 | $5,731-26.8% | $5,053-17.0% | $6,688-37.3% |
| Admin fee / account holder | $1,953 | $13,326-85.3% | $9,451-79.3% | $13,397-85.4% |