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 | $160,201 | $209,411-23.5% | $178,490-10.2% | $158,922+0.8% |
| Participation rate | 50.0% | 86.3%-36.3pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 11.23% | 188.75%-177.5pp | 151.07%-139.8pp | 302.83%-291.6pp |
| Employer contribution / active EE | $1,294 | $5,706-77.3% | $5,011-74.2% | $4,761-72.8% |
| Participant deferral / active EE | $6,223 | $5,954+4.5% | $5,202+19.6% | $5,982+4.0% |
| Admin fee / account holder | $16,446 | $17,074-3.7% | $13,984+17.6% | $11,246+46.2% |