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 | $167,088 | $152,587+9.5% | $125,175+33.5% | $152,861+9.3% |
| Participation rate | 69.2% | 83.3%-14.1pp | 79.8%-10.6pp | 82.4%-13.2pp |
| Annual return | 22.23% | 54.84%-32.6pp | 43.79%-21.6pp | 345.32%-323.1pp |
| Employer contribution / active EE | $4,613 | $4,946-6.7% | $3,865+19.3% | $4,762-3.1% |
| Participant deferral / active EE | $8,691 | $5,868+48.1% | $4,937+76.0% | $5,850+48.6% |
| Admin fee / account holder | $1,638 | $13,434-87.8% | $9,702-83.1% | $11,596-85.9% |