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 | $135,689 | $179,726-24.5% | $156,263-13.2% | $142,382-4.7% |
| Participation rate | 60.9% | 82.1%-21.2pp | 78.9%-18.0pp | 80.1%-19.3pp |
| Annual return | 17.81% | 77.86%-60.1pp | 59.47%-41.7pp | 217.08%-199.3pp |
| Employer contribution / active EE | $2,190 | $5,069-56.8% | $4,333-49.4% | $4,299-49.0% |
| Participant deferral / active EE | $7,337 | $6,956+5.5% | $6,158+19.1% | $6,507+12.8% |
| Admin fee / account holder | $109,460 | $17,272+533.7% | $14,255+667.9% | $12,624+767.1% |