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 | $151,428 | $159,901-5.3% | $146,958+3.0% | $145,922+3.8% |
| Participation rate | 68.2% | 84.0%-15.8pp | 82.2%-14.0pp | 80.3%-12.1pp |
| Annual return | 13.64% | 98.13%-84.5pp | 418.34%-404.7pp | 561.29%-547.6pp |
| Employer contribution / active EE | $4,287 | $5,286-18.9% | $4,933-13.1% | $4,660-8.0% |
| Participant deferral / active EE | $13,230 | $8,428+57.0% | $8,070+63.9% | $6,688+97.8% |
| Admin fee / account holder | $6,501 | $15,044-56.8% | $12,998-50.0% | $13,397-51.5% |