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 | $151,398 | $165,984-8.8% | $164,813-8.1% | $145,922+3.8% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.6%-16.1pp | 80.3%-17.8pp |
| Annual return | 22.04% | 100.03%-78.0pp | 69.93%-47.9pp | 561.29%-539.2pp |
| Employer contribution / active EE | $1,823 | $5,273-65.4% | $4,341-58.0% | $4,660-60.9% |
| Participant deferral / active EE | $2,318 | $6,959-66.7% | $6,031-61.6% | $6,688-65.3% |
| Admin fee / account holder | $551 | $16,648-96.7% | $12,690-95.7% | $13,397-95.9% |