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 | $169,336 | $176,377-4.0% | $134,143+26.2% | $158,922+6.6% |
| Participation rate | 37.5% | 78.7%-41.2pp | 72.2%-34.7pp | 82.0%-44.5pp |
| Annual return | 19.33% | 63.63%-44.3pp | 36.33%-17.0pp | 302.83%-283.5pp |
| Employer contribution / active EE | $1,429 | $5,040-71.6% | $3,704-61.4% | $4,761-70.0% |
| Participant deferral / active EE | $2,622 | $4,091-35.9% | $3,499-25.1% | $5,982-56.2% |
| Admin fee / account holder | $1,266 | $8,718-85.5% | $6,684-81.1% | $11,246-88.7% |