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 | $157,769 | $159,901-1.3% | $146,958+7.4% | $145,922+8.1% |
| Participation rate | 68.8% | 84.0%-15.2pp | 82.2%-13.4pp | 80.3%-11.5pp |
| Annual return | 13.21% | 98.13%-84.9pp | 418.34%-405.1pp | 561.29%-548.1pp |
| Employer contribution / active EE | $2,433 | $5,286-54.0% | $4,933-50.7% | $4,660-47.8% |
| Participant deferral / active EE | $11,222 | $8,428+33.1% | $8,070+39.1% | $6,688+67.8% |
| Admin fee / account holder | $3,082 | $15,044-79.5% | $12,998-76.3% | $13,397-77.0% |