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 | $155,976 | $165,335-5.7% | $149,696+4.2% | $158,922-1.9% |
| Participation rate | 47.4% | 84.6%-37.2pp | 82.5%-35.1pp | 82.0%-34.6pp |
| Annual return | 20.19% | 348.15%-328.0pp | 276.60%-256.4pp | 302.83%-282.6pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,644-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,757 | $7,181-47.7% | $6,842-45.1% | $5,982-37.2% |
| Admin fee / account holder | $33,550 | $10,807+210.5% | $9,309+260.4% | $11,246+198.3% |