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 | $186,929 | $176,812+5.7% | $146,665+27.5% | $167,490+11.6% |
| Participation rate | 20.0% | 83.6%-63.6pp | 80.1%-60.1pp | 82.1%-62.1pp |
| Annual return | 10.14% | 24.03%-13.9pp | 22.74%-12.6pp | 478.56%-468.4pp |
| Employer contribution / active EE | $1,410 | $5,160-72.7% | $4,136-65.9% | $4,837-70.8% |
| Participant deferral / active EE | $2,152 | $6,440-66.6% | $5,506-60.9% | $6,341-66.1% |
| Admin fee / account holder | $74,305 | $13,259+460.4% | $10,280+622.8% | $12,309+503.7% |