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 | $170,001 | $183,519-7.4% | $155,509+9.3% | $145,922+16.5% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 15.84% | 61.17%-45.3pp | 64.67%-48.8pp | 561.29%-545.4pp |
| Employer contribution / active EE | $2,154 | $5,313-59.5% | $4,672-53.9% | $4,660-53.8% |
| Participant deferral / active EE | $5,199 | $6,462-19.5% | $5,626-7.6% | $6,688-22.3% |
| Admin fee / account holder | $689 | $19,313-96.4% | $15,912-95.7% | $13,397-94.9% |