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 | $183,828 | $209,411-12.2% | $178,490+3.0% | $158,922+15.7% |
| Participation rate | 14.3% | 86.3%-72.1pp | 81.9%-67.6pp | 82.0%-67.7pp |
| Annual return | 21.59% | 188.75%-167.2pp | 151.07%-129.5pp | 302.83%-281.2pp |
| Employer contribution / active EE | $3,488 | $5,706-38.9% | $5,011-30.4% | $4,761-26.7% |
| Participant deferral / active EE | $8,569 | $5,954+43.9% | $5,202+64.7% | $5,982+43.2% |
| Admin fee / account holder | $15,987 | $17,074-6.4% | $13,984+14.3% | $11,246+42.2% |