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 | $158,036 | $209,411-24.5% | $178,490-11.5% | $158,922-0.6% |
| Participation rate | 58.3% | 86.3%-28.0pp | 81.9%-23.6pp | 82.0%-23.6pp |
| Annual return | 14.60% | 188.75%-174.1pp | 151.07%-136.5pp | 302.83%-288.2pp |
| Employer contribution / active EE | $2,030 | $5,706-64.4% | $5,011-59.5% | $4,761-57.4% |
| Participant deferral / active EE | $6,242 | $5,954+4.8% | $5,202+20.0% | $5,982+4.3% |
| Admin fee / account holder | $67,230 | $17,074+293.7% | $13,984+380.8% | $11,246+497.8% |