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 | $152,311 | $150,440+1.2% | $136,294+11.8% | $147,584+3.2% |
| Participation rate | 63.6% | 84.4%-20.8pp | 81.9%-18.3pp | 82.8%-19.2pp |
| Annual return | 14.97% | 1049.08%-1034.1pp | 5155.94%-5141.0pp | 578.55%-563.6pp |
| Employer contribution / active EE | $951 | $5,256-81.9% | $4,695-79.8% | $4,876-80.5% |
| Participant deferral / active EE | $5,874 | $6,630-11.4% | $6,247-6.0% | $5,439+8.0% |
| Admin fee / account holder | $21,140 | $10,905+93.8% | $9,243+128.7% | $10,885+94.2% |