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 | $146,961 | $114,381+28.5% | $107,525+36.7% | $142,382+3.2% |
| Participation rate | 64.3% | 78.1%-13.9pp | 75.1%-10.8pp | 80.1%-15.8pp |
| Annual return | 13.73% | 242.71%-229.0pp | 181.32%-167.6pp | 217.08%-203.3pp |
| Employer contribution / active EE | $1,915 | $4,015-52.3% | $3,754-49.0% | $4,299-55.5% |
| Participant deferral / active EE | $11,690 | $5,564+110.1% | $5,116+128.5% | $6,507+79.6% |
| Admin fee / account holder | $1,319 | $9,860-86.6% | $8,919-85.2% | $12,624-89.6% |