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 | $165,049 | $159,602+3.4% | $150,045+10.0% | $142,382+15.9% |
| Participation rate | 54.5% | 84.0%-29.4pp | 82.3%-27.8pp | 80.1%-25.6pp |
| Annual return | 17.92% | 70.24%-52.3pp | 62.55%-44.6pp | 217.08%-199.2pp |
| Employer contribution / active EE | $1,766 | $4,961-64.4% | $4,693-62.4% | $4,299-58.9% |
| Participant deferral / active EE | $4,001 | $8,310-51.9% | $7,997-50.0% | $6,507-38.5% |
| Admin fee / account holder | $3,844 | $14,846-74.1% | $13,435-71.4% | $12,624-69.6% |