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 | $149,044 | $210,648-29.2% | $177,989-16.3% | $145,922+2.1% |
| Participation rate | 53.3% | 80.8%-27.4pp | 77.1%-23.8pp | 80.3%-26.9pp |
| Annual return | 16.22% | 385.86%-369.6pp | 294.48%-278.3pp | 561.29%-545.1pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $3,949-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $8,060 | $6,958+15.8% | $6,276+28.4% | $6,688+20.5% |
| Admin fee / account holder | $7,055 | $12,013-41.3% | $10,363-31.9% | $13,397-47.3% |