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 | $164,811 | $154,117+6.9% | $129,995+26.8% | $139,434+18.2% |
| Participation rate | 55.6% | 82.0%-26.4pp | 78.5%-22.9pp | 80.3%-24.8pp |
| Annual return | 36.70% | 32.48%+4.2pp | -137.18%+173.9pp | 372.94%-336.2pp |
| Employer contribution / active EE | $1,813 | $5,289-65.7% | $4,320-58.0% | $4,751-61.8% |
| Participant deferral / active EE | $2,378 | $6,710-64.6% | $5,820-59.1% | $6,710-64.6% |
| Admin fee / account holder | $7,323 | $14,007-47.7% | $10,614-31.0% | $11,403-35.8% |