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 | $143,832 | $150,187-4.2% | $120,354+19.5% | $145,922-1.4% |
| Participation rate | 69.2% | 78.8%-9.5pp | 71.9%-2.7pp | 80.3%-11.0pp |
| Annual return | 11.19% | 154.07%-142.9pp | 107.15%-96.0pp | 561.29%-550.1pp |
| Employer contribution / active EE | $1,993 | $4,348-54.2% | $3,463-42.4% | $4,660-57.2% |
| Participant deferral / active EE | $0 | $6,173-100.0% | $4,991-100.0% | $6,688-100.0% |
| Admin fee / account holder | $1,254 | $12,207-89.7% | $9,423-86.7% | $13,397-90.6% |