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 | $175,069 | $210,408-16.8% | $153,485+14.1% | $145,922+20.0% |
| Participation rate | 66.7% | 82.1%-15.5pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 33.60% | 13.37%+20.2pp | 15.65%+17.9pp | 561.29%-527.7pp |
| Employer contribution / active EE | $0 | $6,048-100.0% | $5,039-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $5,149 | $7,975-35.4% | $6,757-23.8% | $6,688-23.0% |
| Admin fee / account holder | $103,572 | $19,419+433.4% | $12,724+714.0% | $13,397+673.1% |