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 | $169,213 | $209,411-19.2% | $178,490-5.2% | $158,922+6.5% |
| Participation rate | 68.8% | 86.3%-17.6pp | 81.9%-13.2pp | 82.0%-13.2pp |
| Annual return | 12.57% | 188.75%-176.2pp | 151.07%-138.5pp | 302.83%-290.3pp |
| Employer contribution / active EE | $1,990 | $5,706-65.1% | $5,011-60.3% | $4,761-58.2% |
| Participant deferral / active EE | $5,616 | $5,954-5.7% | $5,202+8.0% | $5,982-6.1% |
| Admin fee / account holder | $9,620 | $17,074-43.7% | $13,984-31.2% | $11,246-14.5% |