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 | $165,692 | $165,335+0.2% | $149,696+10.7% | $158,922+4.3% |
| Participation rate | 55.6% | 84.6%-29.0pp | 82.5%-26.9pp | 82.0%-26.4pp |
| Annual return | 10.43% | 348.15%-337.7pp | 276.60%-266.2pp | 302.83%-292.4pp |
| Employer contribution / active EE | $2,459 | $5,103-51.8% | $4,644-47.0% | $4,761-48.3% |
| Participant deferral / active EE | $6,077 | $7,181-15.4% | $6,842-11.2% | $5,982+1.6% |
| Admin fee / account holder | $13,318 | $10,807+23.2% | $9,309+43.1% | $11,246+18.4% |