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 | $169,946 | $176,056-3.5% | $159,436+6.6% | $167,490+1.5% |
| Participation rate | 57.1% | 84.9%-27.8pp | 82.8%-25.7pp | 82.1%-25.0pp |
| Annual return | 11.57% | 331.75%-320.2pp | 263.57%-252.0pp | 478.56%-467.0pp |
| Employer contribution / active EE | $2,613 | $5,297-50.7% | $4,829-45.9% | $4,837-46.0% |
| Participant deferral / active EE | $10,384 | $7,750+34.0% | $7,352+41.2% | $6,341+63.7% |
| Admin fee / account holder | $2,539 | $12,554-79.8% | $10,799-76.5% | $12,309-79.4% |