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 | $159,441 | $157,256+1.4% | $141,162+12.9% | $152,861+4.3% |
| Participation rate | 54.2% | 84.8%-30.7pp | 82.5%-28.3pp | 82.4%-28.3pp |
| Annual return | 23.94% | 64.32%-40.4pp | 71.39%-47.4pp | 345.32%-321.4pp |
| Employer contribution / active EE | $1,389 | $5,261-73.6% | $4,735-70.7% | $4,762-70.8% |
| Participant deferral / active EE | $5,864 | $7,109-17.5% | $6,709-12.6% | $5,850+0.2% |
| Admin fee / account holder | $34,442 | $12,120+184.2% | $10,261+235.7% | $11,596+197.0% |