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 | $145,463 | $165,984-12.4% | $164,813-11.7% | $145,922-0.3% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.6%-16.1pp | 80.3%-17.8pp |
| Annual return | 13.32% | 100.03%-86.7pp | 69.93%-56.6pp | 561.29%-548.0pp |
| Employer contribution / active EE | $1,976 | $5,273-62.5% | $4,341-54.5% | $4,660-57.6% |
| Participant deferral / active EE | $5,101 | $6,959-26.7% | $6,031-15.4% | $6,688-23.7% |
| Admin fee / account holder | $124,190 | $16,648+646.0% | $12,690+878.7% | $13,397+827.0% |