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 | $169,108 | $152,587+10.8% | $125,175+35.1% | $152,861+10.6% |
| Participation rate | 61.1% | 83.3%-22.2pp | 79.8%-18.7pp | 82.4%-21.3pp |
| Annual return | 19.14% | 54.84%-35.7pp | 43.79%-24.7pp | 345.32%-326.2pp |
| Employer contribution / active EE | $1,711 | $4,946-65.4% | $3,865-55.7% | $4,762-64.1% |
| Participant deferral / active EE | $4,807 | $5,868-18.1% | $4,937-2.6% | $5,850-17.8% |
| Admin fee / account holder | $54,632 | $13,434+306.7% | $9,702+463.1% | $11,596+371.1% |