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 | $182,247 | $180,449+1.0% | $154,107+18.3% | $135,375+34.6% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | 1.87% | 888.09%-886.2pp | 735.12%-733.2pp | 519.73%-517.9pp |
| Employer contribution / active EE | $3,293 | $6,035-45.4% | $5,298-37.8% | $4,779-31.1% |
| Participant deferral / active EE | $5,547 | $5,806-4.5% | $5,081+9.2% | $5,609-1.1% |
| Admin fee / account holder | $501 | $16,143-96.9% | $13,411-96.3% | $10,827-95.4% |