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 | $156,892 | $124,319+26.2% | $111,297+41.0% | $167,490-6.3% |
| Participation rate | 57.1% | 79.6%-22.5pp | 77.3%-20.2pp | 82.1%-25.0pp |
| Annual return | 16.36% | 37.44%-21.1pp | 54.65%-38.3pp | 478.56%-462.2pp |
| Employer contribution / active EE | $1,603 | $3,435-53.3% | $2,731-41.3% | $4,837-66.9% |
| Participant deferral / active EE | $5,275 | $5,180+1.8% | $4,487+17.5% | $6,341-16.8% |
| Admin fee / account holder | $5,201 | $10,618-51.0% | $7,964-34.7% | $12,309-57.7% |