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 | $172,998 | $202,318-14.5% | $172,739+0.1% | $152,861+13.2% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.4%-22.4pp |
| Annual return | 15.29% | 1029.65%-1014.4pp | 802.84%-787.6pp | 345.32%-330.0pp |
| Employer contribution / active EE | $8,627 | $5,856+47.3% | $5,143+67.7% | $4,762+81.1% |
| Participant deferral / active EE | $11,171 | $5,948+87.8% | $5,198+114.9% | $5,850+91.0% |
| Admin fee / account holder | $2,052 | $17,109-88.0% | $13,954-85.3% | $11,596-82.3% |