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 | $135,728 | $158,398-14.3% | $126,539+7.3% | $142,382-4.7% |
| Participation rate | 45.5% | 75.8%-30.4pp | 69.8%-24.4pp | 80.1%-34.7pp |
| Annual return | 15.77% | 593.76%-578.0pp | 425.95%-410.2pp | 217.08%-201.3pp |
| Employer contribution / active EE | $361 | $4,650-92.2% | $3,674-90.2% | $4,299-91.6% |
| Participant deferral / active EE | $2,361 | $4,767-50.5% | $4,083-42.2% | $6,507-63.7% |
| Admin fee / account holder | $1,798 | $6,918-74.0% | $6,065-70.4% | $12,624-85.8% |