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 | $129,669 | $177,572-27.0% | $154,803-16.2% | $142,382-8.9% |
| Participation rate | 25.0% | 82.1%-57.1pp | 78.1%-53.1pp | 80.1%-55.1pp |
| Annual return | 11.62% | 65.07%-53.4pp | 58.88%-47.3pp | 217.08%-205.5pp |
| Employer contribution / active EE | $1,285 | $4,810-73.3% | $4,305-70.2% | $4,299-70.1% |
| Participant deferral / active EE | $4,125 | $6,272-34.2% | $5,540-25.5% | $6,507-36.6% |
| Admin fee / account holder | $3,825 | $16,786-77.2% | $14,329-73.3% | $12,624-69.7% |