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 9-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 | $138,349 | $148,534-6.9% | $135,903+1.8% | $139,434-0.8% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 21.88% | 79.19%-57.3pp | 68.23%-46.4pp | 372.94%-351.1pp |
| Employer contribution / active EE | $2,497 | $5,243-52.4% | $4,856-48.6% | $4,751-47.4% |
| Participant deferral / active EE | $11,233 | $8,100+38.7% | $7,758+44.8% | $6,710+67.4% |
| Admin fee / account holder | $630 | $12,400-94.9% | $10,762-94.2% | $11,403-94.5% |