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 | $161,706 | $159,901+1.1% | $146,958+10.0% | $145,922+10.8% |
| Participation rate | 57.9% | 84.0%-26.1pp | 82.2%-24.3pp | 80.3%-22.4pp |
| Annual return | 11.62% | 98.13%-86.5pp | 418.34%-406.7pp | 561.29%-549.7pp |
| Employer contribution / active EE | $3,477 | $5,286-34.2% | $4,933-29.5% | $4,660-25.4% |
| Participant deferral / active EE | $4,410 | $8,428-47.7% | $8,070-45.4% | $6,688-34.1% |
| Admin fee / account holder | $22,501 | $15,044+49.6% | $12,998+73.1% | $13,397+68.0% |