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 | $156,283 | $177,572-12.0% | $154,803+1.0% | $142,382+9.8% |
| Participation rate | 62.5% | 82.1%-19.6pp | 78.1%-15.6pp | 80.1%-17.6pp |
| Annual return | 13.72% | 65.07%-51.4pp | 58.88%-45.2pp | 217.08%-203.4pp |
| Employer contribution / active EE | $3,478 | $4,810-27.7% | $4,305-19.2% | $4,299-19.1% |
| Participant deferral / active EE | $5,825 | $6,272-7.1% | $5,540+5.1% | $6,507-10.5% |
| Admin fee / account holder | $44,494 | $16,786+165.1% | $14,329+210.5% | $12,624+252.5% |