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 | $138,659 | $159,602-13.1% | $150,045-7.6% | $142,382-2.6% |
| Participation rate | 61.5% | 84.0%-22.4pp | 82.3%-20.8pp | 80.1%-18.6pp |
| Annual return | 17.35% | 70.24%-52.9pp | 62.55%-45.2pp | 217.08%-199.7pp |
| Employer contribution / active EE | $1,493 | $4,961-69.9% | $4,693-68.2% | $4,299-65.3% |
| Participant deferral / active EE | $5,579 | $8,310-32.9% | $7,997-30.2% | $6,507-14.3% |
| Admin fee / account holder | $1,102 | $14,846-92.6% | $13,435-91.8% | $12,624-91.3% |