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 | $128,586 | $159,901-19.6% | $146,958-12.5% | $145,922-11.9% |
| Participation rate | 58.3% | 84.0%-25.7pp | 82.2%-23.8pp | 80.3%-21.9pp |
| Annual return | 26.78% | 98.13%-71.4pp | 418.34%-391.6pp | 561.29%-534.5pp |
| Employer contribution / active EE | $2,037 | $5,286-61.5% | $4,933-58.7% | $4,660-56.3% |
| Participant deferral / active EE | $6,929 | $8,428-17.8% | $8,070-14.1% | $6,688+3.6% |
| Admin fee / account holder | $803 | $15,044-94.7% | $12,998-93.8% | $13,397-94.0% |