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 | $160,989 | $124,319+29.5% | $111,297+44.6% | $167,490-3.9% |
| Participation rate | 68.2% | 79.6%-11.4pp | 77.3%-9.1pp | 82.1%-13.9pp |
| Annual return | 11.96% | 37.44%-25.5pp | 54.65%-42.7pp | 478.56%-466.6pp |
| Employer contribution / active EE | $3,700 | $3,435+7.7% | $2,731+35.5% | $4,837-23.5% |
| Participant deferral / active EE | $7,400 | $5,180+42.8% | $4,487+64.9% | $6,341+16.7% |
| Admin fee / account holder | $13,125 | $10,618+23.6% | $7,964+64.8% | $12,309+6.6% |