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 | $137,461 | $179,726-23.5% | $156,263-12.0% | $142,382-3.5% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.9%-12.2pp | 80.1%-13.5pp |
| Annual return | 18.73% | 77.86%-59.1pp | 59.47%-40.7pp | 217.08%-198.3pp |
| Employer contribution / active EE | $1,452 | $5,069-71.4% | $4,333-66.5% | $4,299-66.2% |
| Participant deferral / active EE | $2,939 | $6,956-57.7% | $6,158-52.3% | $6,507-54.8% |
| Admin fee / account holder | $1,409 | $17,272-91.8% | $14,255-90.1% | $12,624-88.8% |