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 | $150,266 | $183,519-18.1% | $155,509-3.4% | $145,922+3.0% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 9.12% | 61.17%-52.0pp | 64.67%-55.5pp | 561.29%-552.2pp |
| Employer contribution / active EE | $2,199 | $5,313-58.6% | $4,672-52.9% | $4,660-52.8% |
| Participant deferral / active EE | $2,781 | $6,462-57.0% | $5,626-50.6% | $6,688-58.4% |
| Admin fee / account holder | $869 | $19,313-95.5% | $15,912-94.5% | $13,397-93.5% |