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 | $169,979 | $198,466-14.4% | $170,442-0.3% | $147,584+15.2% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 19.99% | 257.29%-237.3pp | 205.93%-185.9pp | 578.55%-558.6pp |
| Employer contribution / active EE | $8,096 | $6,184+30.9% | $5,433+49.0% | $4,876+66.0% |
| Participant deferral / active EE | $3,473 | $5,629-38.3% | $4,939-29.7% | $5,439-36.1% |
| Admin fee / account holder | $3,447 | $16,852-79.5% | $13,880-75.2% | $10,885-68.3% |