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 | $180,087 | $150,440+19.7% | $136,294+32.1% | $147,584+22.0% |
| Participation rate | 62.5% | 84.4%-21.9pp | 81.9%-19.4pp | 82.8%-20.3pp |
| Annual return | 15.28% | 1049.08%-1033.8pp | 5155.94%-5140.7pp | 578.55%-563.3pp |
| Employer contribution / active EE | $5,402 | $5,256+2.8% | $4,695+15.0% | $4,876+10.8% |
| Participant deferral / active EE | $5,505 | $6,630-17.0% | $6,247-11.9% | $5,439+1.2% |
| Admin fee / account holder | $2,715 | $10,905-75.1% | $9,243-70.6% | $10,885-75.1% |