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 8-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 | $169,217 | $210,648-19.7% | $177,989-4.9% | $145,922+16.0% |
| Participation rate | 62.5% | 80.8%-18.3pp | 77.1%-14.6pp | 80.3%-17.8pp |
| Annual return | 11.35% | 385.86%-374.5pp | 294.48%-283.1pp | 561.29%-549.9pp |
| Employer contribution / active EE | $4,554 | $4,565-0.2% | $3,949+15.3% | $4,660-2.3% |
| Participant deferral / active EE | $7,519 | $6,958+8.1% | $6,276+19.8% | $6,688+12.4% |
| Admin fee / account holder | $17,232 | $12,013+43.4% | $10,363+66.3% | $13,397+28.6% |