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 | $177,466 | $198,466-10.6% | $170,442+4.1% | $147,584+20.2% |
| Participation rate | 68.4% | 88.0%-19.5pp | 83.6%-15.2pp | 82.8%-14.4pp |
| Annual return | 11.44% | 257.29%-245.9pp | 205.93%-194.5pp | 578.55%-567.1pp |
| Employer contribution / active EE | $4,373 | $6,184-29.3% | $5,433-19.5% | $4,876-10.3% |
| Participant deferral / active EE | $5,456 | $5,629-3.1% | $4,939+10.4% | $5,439+0.3% |
| Admin fee / account holder | $1,083 | $16,852-93.6% | $13,880-92.2% | $10,885-90.1% |