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 | $122,712 | $148,534-17.4% | $135,903-9.7% | $139,434-12.0% |
| Participation rate | 64.7% | 83.9%-19.1pp | 81.9%-17.2pp | 80.3%-15.6pp |
| Annual return | 23.92% | 79.19%-55.3pp | 68.23%-44.3pp | 372.94%-349.0pp |
| Employer contribution / active EE | $1,692 | $5,243-67.7% | $4,856-65.2% | $4,751-64.4% |
| Participant deferral / active EE | $7,788 | $8,100-3.9% | $7,758+0.4% | $6,710+16.1% |
| Admin fee / account holder | $31,046 | $12,400+150.4% | $10,762+188.5% | $11,403+172.3% |