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 | $162,228 | $124,319+30.5% | $111,297+45.8% | $167,490-3.1% |
| Participation rate | 33.3% | 79.6%-46.3pp | 77.3%-44.0pp | 82.1%-48.8pp |
| Annual return | 9.45% | 37.44%-28.0pp | 54.65%-45.2pp | 478.56%-469.1pp |
| Employer contribution / active EE | $1,524 | $3,435-55.6% | $2,731-44.2% | $4,837-68.5% |
| Participant deferral / active EE | $5,200 | $5,180+0.4% | $4,487+15.9% | $6,341-18.0% |
| Admin fee / account holder | $20,900 | $10,618+96.8% | $7,964+162.4% | $12,309+69.8% |