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 | $164,747 | $209,411-21.3% | $178,490-7.7% | $158,922+3.7% |
| Participation rate | 66.7% | 86.3%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 16.01% | 188.75%-172.7pp | 151.07%-135.1pp | 302.83%-286.8pp |
| Employer contribution / active EE | $3,271 | $5,706-42.7% | $5,011-34.7% | $4,761-31.3% |
| Participant deferral / active EE | $5,313 | $5,954-10.8% | $5,202+2.1% | $5,982-11.2% |
| Admin fee / account holder | $330 | $17,074-98.1% | $13,984-97.6% | $11,246-97.1% |