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 | $171,245 | $217,402-21.2% | $185,823-7.8% | $167,490+2.2% |
| Participation rate | 60.0% | 86.0%-26.0pp | 81.7%-21.7pp | 82.1%-22.1pp |
| Annual return | 19.77% | 148.36%-128.6pp | 122.05%-102.3pp | 478.56%-458.8pp |
| Employer contribution / active EE | $7,863 | $5,873+33.9% | $5,167+52.2% | $4,837+62.5% |
| Participant deferral / active EE | $7,867 | $6,356+23.8% | $5,568+41.3% | $6,341+24.1% |
| Admin fee / account holder | $10,584 | $19,811-46.6% | $16,237-34.8% | $12,309-14.0% |