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 | $128,601 | $148,534-13.4% | $135,903-5.4% | $139,434-7.8% |
| Participation rate | 46.7% | 83.9%-37.2pp | 81.9%-35.2pp | 80.3%-33.7pp |
| Annual return | 18.96% | 79.19%-60.2pp | 68.23%-49.3pp | 372.94%-354.0pp |
| Employer contribution / active EE | $1,680 | $5,243-68.0% | $4,856-65.4% | $4,751-64.6% |
| Participant deferral / active EE | $2,607 | $8,100-67.8% | $7,758-66.4% | $6,710-61.1% |
| Admin fee / account holder | $1,774 | $12,400-85.7% | $10,762-83.5% | $11,403-84.4% |