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 | $172,485 | $226,064-23.7% | $182,532-5.5% | $152,861+12.8% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.4%-15.8pp |
| Annual return | 18.78% | 192.51%-173.7pp | 148.54%-129.8pp | 345.32%-326.5pp |
| Employer contribution / active EE | $2,521 | $4,978-49.4% | $4,076-38.1% | $4,762-47.1% |
| Participant deferral / active EE | $5,812 | $6,368-8.7% | $5,524+5.2% | $5,850-0.7% |
| Admin fee / account holder | $138,230 | $10,703+1191.5% | $8,592+1508.8% | $11,596+1092.0% |