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 | $134,192 | $157,256-14.7% | $141,162-4.9% | $152,861-12.2% |
| Participation rate | 52.4% | 84.8%-32.4pp | 82.5%-30.1pp | 82.4%-30.1pp |
| Annual return | 15.73% | 64.32%-48.6pp | 71.39%-55.7pp | 345.32%-329.6pp |
| Employer contribution / active EE | $1,377 | $5,261-73.8% | $4,735-70.9% | $4,762-71.1% |
| Participant deferral / active EE | $5,463 | $7,109-23.2% | $6,709-18.6% | $5,850-6.6% |
| Admin fee / account holder | $2,892 | $12,120-76.1% | $10,261-71.8% | $11,596-75.1% |