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 | $127,082 | $127,0650% | $113,168+12.3% | $142,382-10.7% |
| Participation rate | 56.3% | 79.2%-23.0pp | 76.6%-20.3pp | 80.1%-23.9pp |
| Annual return | 13.85% | 24.03%-10.2pp | 24.27%-10.4pp | 217.08%-203.2pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,234 | $5,716-25.9% | $5,107-17.1% | $6,507-34.9% |
| Admin fee / account holder | $1,338 | $15,736-91.5% | $12,068-88.9% | $12,624-89.4% |