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 | $154,516 | $159,901-3.4% | $146,958+5.1% | $145,922+5.9% |
| Participation rate | 35.0% | 84.0%-49.0pp | 82.2%-47.2pp | 80.3%-45.3pp |
| Annual return | 9.84% | 98.13%-88.3pp | 418.34%-408.5pp | 561.29%-551.4pp |
| Employer contribution / active EE | $1,161 | $5,286-78.0% | $4,933-76.5% | $4,660-75.1% |
| Participant deferral / active EE | $3,674 | $8,428-56.4% | $8,070-54.5% | $6,688-45.1% |
| Admin fee / account holder | $9,518 | $15,044-36.7% | $12,998-26.8% | $13,397-29.0% |