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 | $159,924 | $159,9010% | $146,958+8.8% | $145,922+9.6% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 12.68% | 98.13%-85.4pp | 418.34%-405.7pp | 561.29%-548.6pp |
| Employer contribution / active EE | $4,137 | $5,286-21.7% | $4,933-16.1% | $4,660-11.2% |
| Participant deferral / active EE | $8,193 | $8,428-2.8% | $8,070+1.5% | $6,688+22.5% |
| Admin fee / account holder | $2,678 | $15,044-82.2% | $12,998-79.4% | $13,397-80.0% |