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 | $113,729 | $148,534-23.4% | $135,903-16.3% | $139,434-18.4% |
| Participation rate | 54.5% | 83.9%-29.3pp | 81.9%-27.4pp | 80.3%-25.8pp |
| Annual return | 14.13% | 79.19%-65.1pp | 68.23%-54.1pp | 372.94%-358.8pp |
| Employer contribution / active EE | $1,369 | $5,243-73.9% | $4,856-71.8% | $4,751-71.2% |
| Participant deferral / active EE | $7,133 | $8,100-11.9% | $7,758-8.1% | $6,710+6.3% |
| Admin fee / account holder | $335 | $12,400-97.3% | $10,762-96.9% | $11,403-97.1% |