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 | $151,277 | $112,881+34.0% | $90,951+66.3% | $158,922-4.8% |
| Participation rate | 64.3% | 74.7%-10.4pp | 69.0%-4.7pp | 82.0%-17.7pp |
| Annual return | 14.35% | 215.79%-201.4pp | 134.60%-120.3pp | 302.83%-288.5pp |
| Employer contribution / active EE | $2,152 | $2,893-25.6% | $2,122+1.4% | $4,761-54.8% |
| Participant deferral / active EE | $4,030 | $4,128-2.4% | $3,373+19.5% | $5,982-32.6% |
| Admin fee / account holder | $812 | $8,041-89.9% | $5,959-86.4% | $11,246-92.8% |