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 | $158,256 | $124,319+27.3% | $111,297+42.2% | $167,490-5.5% |
| Participation rate | 58.3% | 79.6%-21.3pp | 77.3%-19.0pp | 82.1%-23.8pp |
| Annual return | 12.13% | 37.44%-25.3pp | 54.65%-42.5pp | 478.56%-466.4pp |
| Employer contribution / active EE | $1,703 | $3,435-50.4% | $2,731-37.6% | $4,837-64.8% |
| Participant deferral / active EE | $4,588 | $5,180-11.4% | $4,487+2.2% | $6,341-27.7% |
| Admin fee / account holder | $10,480 | $10,618-1.3% | $7,964+31.6% | $12,309-14.9% |