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 | $112,650 | $180,449-37.6% | $154,107-26.9% | $135,375-16.8% |
| Participation rate | 38.5% | 87.4%-49.0pp | 83.0%-44.6pp | 82.6%-44.2pp |
| Annual return | 1.43% | 888.09%-886.7pp | 735.12%-733.7pp | 519.73%-518.3pp |
| Employer contribution / active EE | $5,787 | $6,035-4.1% | $5,298+9.2% | $4,779+21.1% |
| Participant deferral / active EE | $8,208 | $5,806+41.4% | $5,081+61.6% | $5,609+46.3% |
| Admin fee / account holder | $3,196 | $16,143-80.2% | $13,411-76.2% | $10,827-70.5% |