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 | $148,175 | $162,781-9.0% | $133,956+10.6% | $158,922-6.8% |
| Participation rate | 66.7% | 83.2%-16.6pp | 79.8%-13.2pp | 82.0%-15.3pp |
| Annual return | 18.92% | 41.94%-23.0pp | 45.09%-26.2pp | 302.83%-283.9pp |
| Employer contribution / active EE | $1,855 | $4,975-62.7% | $3,919-52.7% | $4,761-61.0% |
| Participant deferral / active EE | $3,239 | $5,911-45.2% | $5,048-35.8% | $5,982-45.9% |
| Admin fee / account holder | $800 | $11,736-93.2% | $8,927-91.0% | $11,246-92.9% |