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 | $143,314 | $154,117-7.0% | $129,995+10.2% | $139,434+2.8% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.5%-16.0pp | 80.3%-17.8pp |
| Annual return | 13.91% | 32.48%-18.6pp | -137.18%+151.1pp | 372.94%-359.0pp |
| Employer contribution / active EE | $1,922 | $5,289-63.7% | $4,320-55.5% | $4,751-59.5% |
| Participant deferral / active EE | $2,989 | $6,710-55.5% | $5,820-48.7% | $6,710-55.5% |
| Admin fee / account holder | $35,332 | $14,007+152.3% | $10,614+232.9% | $11,403+209.9% |