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 9-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 | $171,105 | $176,056-2.8% | $159,436+7.3% | $167,490+2.2% |
| Participation rate | 60.0% | 84.9%-24.9pp | 82.8%-22.8pp | 82.1%-22.1pp |
| Annual return | 17.71% | 331.75%-314.0pp | 263.57%-245.9pp | 478.56%-460.9pp |
| Employer contribution / active EE | $4,053 | $5,297-23.5% | $4,829-16.1% | $4,837-16.2% |
| Participant deferral / active EE | $14,461 | $7,750+86.6% | $7,352+96.7% | $6,341+128.1% |
| Admin fee / account holder | $18,738 | $12,554+49.3% | $10,799+73.5% | $12,309+52.2% |