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 | $130,866 | $177,572-26.3% | $154,803-15.5% | $142,382-8.1% |
| Participation rate | 33.3% | 82.1%-48.7pp | 78.1%-44.7pp | 80.1%-46.8pp |
| Annual return | 14.64% | 65.07%-50.4pp | 58.88%-44.2pp | 217.08%-202.4pp |
| Employer contribution / active EE | $2,633 | $4,810-45.3% | $4,305-38.9% | $4,299-38.8% |
| Participant deferral / active EE | $2,745 | $6,272-56.2% | $5,540-50.5% | $6,507-57.8% |
| Admin fee / account holder | $1,255 | $16,786-92.5% | $14,329-91.2% | $12,624-90.1% |