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 8-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 | $159,090 | $165,335-3.8% | $149,696+6.3% | $158,922+0.1% |
| Participation rate | 68.8% | 84.6%-15.8pp | 82.5%-13.7pp | 82.0%-13.2pp |
| Annual return | 16.17% | 348.15%-332.0pp | 276.60%-260.4pp | 302.83%-286.7pp |
| Employer contribution / active EE | $4,060 | $5,103-20.4% | $4,644-12.6% | $4,761-14.7% |
| Participant deferral / active EE | $8,521 | $7,181+18.7% | $6,842+24.5% | $5,982+42.4% |
| Admin fee / account holder | $5,541 | $10,807-48.7% | $9,309-40.5% | $11,246-50.7% |