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 | $139,915 | $226,064-38.1% | $182,532-23.3% | $152,861-8.5% |
| Participation rate | 37.5% | 82.5%-45.0pp | 78.0%-40.5pp | 82.4%-44.9pp |
| Annual return | 18.73% | 192.51%-173.8pp | 148.54%-129.8pp | 345.32%-326.6pp |
| Employer contribution / active EE | $1,180 | $4,978-76.3% | $4,076-71.0% | $4,762-75.2% |
| Participant deferral / active EE | $3,769 | $6,368-40.8% | $5,524-31.8% | $5,850-35.6% |
| Admin fee / account holder | $1,428 | $10,703-86.7% | $8,592-83.4% | $11,596-87.7% |