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 | $152,942 | $209,411-27.0% | $178,490-14.3% | $158,922-3.8% |
| Participation rate | 60.0% | 86.3%-26.3pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 15.97% | 188.75%-172.8pp | 151.07%-135.1pp | 302.83%-286.9pp |
| Employer contribution / active EE | $16,578 | $5,706+190.5% | $5,011+230.9% | $4,761+248.2% |
| Participant deferral / active EE | $8,619 | $5,954+44.8% | $5,202+65.7% | $5,982+44.1% |
| Admin fee / account holder | $716 | $17,074-95.8% | $13,984-94.9% | $11,246-93.6% |