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 5-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 | $134,706 | $176,056-23.5% | $159,436-15.5% | $167,490-19.6% |
| Participation rate | 35.7% | 84.9%-49.2pp | 82.8%-47.1pp | 82.1%-46.4pp |
| Annual return | 12.35% | 331.75%-319.4pp | 263.57%-251.2pp | 478.56%-466.2pp |
| Employer contribution / active EE | $1,116 | $5,297-78.9% | $4,829-76.9% | $4,837-76.9% |
| Participant deferral / active EE | $4,405 | $7,750-43.2% | $7,352-40.1% | $6,341-30.5% |
| Admin fee / account holder | $1,415 | $12,554-88.7% | $10,799-86.9% | $12,309-88.5% |