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 | $175,680 | $165,335+6.3% | $149,696+17.4% | $158,922+10.5% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 8.84% | 348.15%-339.3pp | 276.60%-267.8pp | 302.83%-294.0pp |
| Employer contribution / active EE | $5,000 | $5,103-2.0% | $4,644+7.7% | $4,761+5.0% |
| Participant deferral / active EE | $6,572 | $7,181-8.5% | $6,842-3.9% | $5,982+9.9% |
| Admin fee / account holder | $116,431 | $10,807+977.4% | $9,309+1150.8% | $11,246+935.3% |