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 | $138,563 | $162,781-14.9% | $133,956+3.4% | $158,922-12.8% |
| Participation rate | 69.2% | 83.2%-14.0pp | 79.8%-10.6pp | 82.0%-12.7pp |
| Annual return | 22.33% | 41.94%-19.6pp | 45.09%-22.8pp | 302.83%-280.5pp |
| Employer contribution / active EE | $2,600 | $4,975-47.7% | $3,919-33.6% | $4,761-45.4% |
| Participant deferral / active EE | $3,352 | $5,911-43.3% | $5,048-33.6% | $5,982-44.0% |
| Admin fee / account holder | $2,379 | $11,736-79.7% | $8,927-73.4% | $11,246-78.8% |