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 | $167,457 | $183,963-9.0% | $162,163+3.3% | $152,861+9.5% |
| Participation rate | 62.5% | 88.5%-26.0pp | 87.6%-25.1pp | 82.4%-19.9pp |
| Annual return | 20.33% | 150.76%-130.4pp | 115.59%-95.3pp | 345.32%-325.0pp |
| Employer contribution / active EE | $0 | $6,371-100.0% | $5,614-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,690 | $8,034-54.1% | $7,298-49.4% | $5,850-36.9% |
| Admin fee / account holder | $35,438 | $13,121+170.1% | $10,843+226.8% | $11,596+205.6% |