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 | $135,470 | $209,411-35.3% | $178,490-24.1% | $158,922-14.8% |
| Participation rate | 60.0% | 86.3%-26.3pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 8.66% | 188.75%-180.1pp | 151.07%-142.4pp | 302.83%-294.2pp |
| Employer contribution / active EE | $2,243 | $5,706-60.7% | $5,011-55.2% | $4,761-52.9% |
| Participant deferral / active EE | $5,850 | $5,954-1.8% | $5,202+12.5% | $5,982-2.2% |
| Admin fee / account holder | $1,239 | $17,074-92.7% | $13,984-91.1% | $11,246-89.0% |