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 | $116,610 | $209,411-44.3% | $178,490-34.7% | $158,922-26.6% |
| Participation rate | 68.4% | 86.3%-17.9pp | 81.9%-13.5pp | 82.0%-13.5pp |
| Annual return | 15.12% | 188.75%-173.6pp | 151.07%-136.0pp | 302.83%-287.7pp |
| Employer contribution / active EE | $2,031 | $5,706-64.4% | $5,011-59.5% | $4,761-57.4% |
| Participant deferral / active EE | $4,609 | $5,954-22.6% | $5,202-11.4% | $5,982-23.0% |
| Admin fee / account holder | $5,163 | $17,074-69.8% | $13,984-63.1% | $11,246-54.1% |