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 | $171,570 | $169,032+1.5% | $129,207+32.8% | $145,922+17.6% |
| Participation rate | 66.7% | 76.4%-9.8pp | 69.6%-2.9pp | 80.3%-13.6pp |
| Annual return | 7.77% | 14330.11%-14322.3pp | 9417.33%-9409.6pp | 561.29%-553.5pp |
| Employer contribution / active EE | $784 | $5,537-85.8% | $4,153-81.1% | $4,660-83.2% |
| Participant deferral / active EE | $6,323 | $4,987+26.8% | $4,168+51.7% | $6,688-5.4% |
| Admin fee / account holder | $4,012 | $9,954-59.7% | $7,715-48.0% | $13,397-70.1% |