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 | $168,897 | $173,345-2.6% | $136,007+24.2% | $145,922+15.7% |
| Participation rate | 57.9% | 80.5%-22.6pp | 76.5%-18.6pp | 80.3%-22.4pp |
| Annual return | 16.11% | 1163.32%-1147.2pp | 579.32%-563.2pp | 561.29%-545.2pp |
| Employer contribution / active EE | $1,724 | $5,278-67.3% | $4,217-59.1% | $4,660-63.0% |
| Participant deferral / active EE | $5,916 | $8,699-32.0% | $7,025-15.8% | $6,688-11.5% |
| Admin fee / account holder | $750 | $9,954-92.5% | $6,858-89.1% | $13,397-94.4% |