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 | $160,379 | $183,519-12.6% | $155,509+3.1% | $145,922+9.9% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 13.74% | 61.17%-47.4pp | 64.67%-50.9pp | 561.29%-547.5pp |
| Employer contribution / active EE | $1,233 | $5,313-76.8% | $4,672-73.6% | $4,660-73.5% |
| Participant deferral / active EE | $3,527 | $6,462-45.4% | $5,626-37.3% | $6,688-47.3% |
| Admin fee / account holder | $1,530 | $19,313-92.1% | $15,912-90.4% | $13,397-88.6% |