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 | $171,256 | $209,832-18.4% | $189,513-9.6% | $167,490+2.2% |
| Participation rate | 57.1% | 88.7%-31.5pp | 87.8%-30.7pp | 82.1%-25.0pp |
| Annual return | 11.19% | 748.27%-737.1pp | 555.15%-544.0pp | 478.56%-467.4pp |
| Employer contribution / active EE | $2,563 | $6,914-62.9% | $6,162-58.4% | $4,837-47.0% |
| Participant deferral / active EE | $10,276 | $8,935+15.0% | $8,221+25.0% | $6,341+62.0% |
| Admin fee / account holder | $14,315 | $14,293+0.2% | $12,045+18.8% | $12,309+16.3% |