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 | $171,770 | $162,781+5.5% | $133,956+28.2% | $158,922+8.1% |
| Participation rate | 61.5% | 83.2%-21.7pp | 79.8%-18.3pp | 82.0%-20.4pp |
| Annual return | 10.78% | 41.94%-31.2pp | 45.09%-34.3pp | 302.83%-292.1pp |
| Employer contribution / active EE | $2,492 | $4,975-49.9% | $3,919-36.4% | $4,761-47.7% |
| Participant deferral / active EE | $4,795 | $5,911-18.9% | $5,048-5.0% | $5,982-19.8% |
| Admin fee / account holder | $50,272 | $11,736+328.3% | $8,927+463.1% | $11,246+347.0% |