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 | $170,367 | $202,432-15.8% | $169,368+0.6% | $139,434+22.2% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.1%-10.5pp | 80.3%-13.7pp |
| Annual return | 10.04% | 531.74%-521.7pp | 405.60%-395.6pp | 372.94%-362.9pp |
| Employer contribution / active EE | $1,414 | $4,692-69.9% | $4,013-64.8% | $4,751-70.2% |
| Participant deferral / active EE | $6,334 | $6,938-8.7% | $6,221+1.8% | $6,710-5.6% |
| Admin fee / account holder | $5,981 | $10,708-44.1% | $9,003-33.6% | $11,403-47.5% |