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 | $149,867 | $198,466-24.5% | $170,442-12.1% | $147,584+1.5% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 10.11% | 257.29%-247.2pp | 205.93%-195.8pp | 578.55%-568.4pp |
| Employer contribution / active EE | $2,365 | $6,184-61.8% | $5,433-56.5% | $4,876-51.5% |
| Participant deferral / active EE | $9,000 | $5,629+59.9% | $4,939+82.2% | $5,439+65.5% |
| Admin fee / account holder | $921 | $16,852-94.5% | $13,880-93.4% | $10,885-91.5% |