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 | $127,452 | $209,411-39.1% | $178,490-28.6% | $158,922-19.8% |
| Participation rate | 33.3% | 86.3%-53.0pp | 81.9%-48.6pp | 82.0%-48.6pp |
| Annual return | 26.59% | 188.75%-162.2pp | 151.07%-124.5pp | 302.83%-276.2pp |
| Employer contribution / active EE | $2,463 | $5,706-56.8% | $5,011-50.8% | $4,761-48.3% |
| Participant deferral / active EE | $4,014 | $5,954-32.6% | $5,202-22.8% | $5,982-32.9% |
| Admin fee / account holder | $792 | $17,074-95.4% | $13,984-94.3% | $11,246-93.0% |