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 | $168,462 | $159,602+5.6% | $150,045+12.3% | $142,382+18.3% |
| Participation rate | 57.1% | 84.0%-26.8pp | 82.3%-25.2pp | 80.1%-23.0pp |
| Annual return | 33.38% | 70.24%-36.9pp | 62.55%-29.2pp | 217.08%-183.7pp |
| Employer contribution / active EE | $1,602 | $4,961-67.7% | $4,693-65.9% | $4,299-62.7% |
| Participant deferral / active EE | $4,000 | $8,310-51.9% | $7,997-50.0% | $6,507-38.5% |
| Admin fee / account holder | $321 | $14,846-97.8% | $13,435-97.6% | $12,624-97.5% |