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 | $155,681 | $127,777+21.8% | $106,548+46.1% | $167,490-7.1% |
| Participation rate | 68.4% | 78.3%-9.8pp | 76.1%-7.7pp | 82.1%-13.7pp |
| Annual return | 15.93% | 33.87%-17.9pp | 26.80%-10.9pp | 478.56%-462.6pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,819-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $5,033 | $5,087-1.1% | $4,398+14.4% | $6,341-20.6% |
| Admin fee / account holder | $23,151 | $11,228+106.2% | $7,407+212.6% | $12,309+88.1% |