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 | $161,467 | $202,318-20.2% | $172,739-6.5% | $152,861+5.6% |
| Participation rate | 56.3% | 87.1%-30.8pp | 82.6%-26.4pp | 82.4%-26.2pp |
| Annual return | 39.67% | 1029.65%-990.0pp | 802.84%-763.2pp | 345.32%-305.6pp |
| Employer contribution / active EE | $2,517 | $5,856-57.0% | $5,143-51.1% | $4,762-47.1% |
| Participant deferral / active EE | $6,247 | $5,948+5.0% | $5,198+20.2% | $5,850+6.8% |
| Admin fee / account holder | $1,813 | $17,109-89.4% | $13,954-87.0% | $11,596-84.4% |