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 | $159,211 | $159,901-0.4% | $146,958+8.3% | $145,922+9.1% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 20.47% | 98.13%-77.7pp | 418.34%-397.9pp | 561.29%-540.8pp |
| Employer contribution / active EE | $3,257 | $5,286-38.4% | $4,933-34.0% | $4,660-30.1% |
| Participant deferral / active EE | $9,559 | $8,428+13.4% | $8,070+18.5% | $6,688+42.9% |
| Admin fee / account holder | $2,176 | $15,044-85.5% | $12,998-83.3% | $13,397-83.8% |