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 | $147,061 | $150,440-2.2% | $136,294+7.9% | $147,584-0.4% |
| Participation rate | 68.8% | 84.4%-15.7pp | 81.9%-13.2pp | 82.8%-14.1pp |
| Annual return | 17.03% | 1049.08%-1032.1pp | 5155.94%-5138.9pp | 578.55%-561.5pp |
| Employer contribution / active EE | $3,509 | $5,256-33.2% | $4,695-25.3% | $4,876-28.0% |
| Participant deferral / active EE | $6,739 | $6,630+1.6% | $6,247+7.9% | $5,439+23.9% |
| Admin fee / account holder | $4,120 | $10,905-62.2% | $9,243-55.4% | $10,885-62.1% |