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 | $142,173 | $159,901-11.1% | $146,958-3.3% | $145,922-2.6% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.6pp |
| Annual return | 15.47% | 98.13%-82.7pp | 418.34%-402.9pp | 561.29%-545.8pp |
| Employer contribution / active EE | $2,898 | $5,286-45.2% | $4,933-41.3% | $4,660-37.8% |
| Participant deferral / active EE | $6,739 | $8,428-20.0% | $8,070-16.5% | $6,688+0.8% |
| Admin fee / account holder | $21,571 | $15,044+43.4% | $12,998+66.0% | $13,397+61.0% |