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 | $137,456 | $111,754+23.0% | $103,333+33.0% | $145,922-5.8% |
| Participation rate | 68.4% | 77.9%-9.5pp | 74.5%-6.1pp | 80.3%-11.9pp |
| Annual return | 15.49% | 24.77%-9.3pp | 24.88%-9.4pp | 561.29%-545.8pp |
| Employer contribution / active EE | $3,748 | $4,212-11.0% | $3,868-3.1% | $4,660-19.6% |
| Participant deferral / active EE | $8,274 | $5,619+47.3% | $5,057+63.6% | $6,688+23.7% |
| Admin fee / account holder | $84,527 | $9,750+766.9% | $8,355+911.7% | $13,397+530.9% |