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 | $183,040 | $165,984+10.3% | $164,813+11.1% | $145,922+25.4% |
| Participation rate | 52.4% | 82.0%-29.6pp | 78.6%-26.2pp | 80.3%-27.9pp |
| Annual return | 9.52% | 100.03%-90.5pp | 69.93%-60.4pp | 561.29%-551.8pp |
| Employer contribution / active EE | $2,081 | $5,273-60.5% | $4,341-52.1% | $4,660-55.3% |
| Participant deferral / active EE | $4,162 | $6,959-40.2% | $6,031-31.0% | $6,688-37.8% |
| Admin fee / account holder | $27,518 | $16,648+65.3% | $12,690+116.9% | $13,397+105.4% |