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 | $156,503 | $209,411-25.3% | $178,490-12.3% | $158,922-1.5% |
| Participation rate | 50.0% | 86.3%-36.3pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 7.01% | 188.75%-181.7pp | 151.07%-144.1pp | 302.83%-295.8pp |
| Employer contribution / active EE | $1,389 | $5,706-75.7% | $5,011-72.3% | $4,761-70.8% |
| Participant deferral / active EE | $3,221 | $5,954-45.9% | $5,202-38.1% | $5,982-46.2% |
| Admin fee / account holder | $1,378 | $17,074-91.9% | $13,984-90.1% | $11,246-87.7% |