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 | $132,525 | $162,781-18.6% | $133,956-1.1% | $158,922-16.6% |
| Participation rate | 58.3% | 83.2%-24.9pp | 79.8%-21.5pp | 82.0%-23.6pp |
| Annual return | 28.13% | 41.94%-13.8pp | 45.09%-17.0pp | 302.83%-274.7pp |
| Employer contribution / active EE | $993 | $4,975-80.0% | $3,919-74.7% | $4,761-79.1% |
| Participant deferral / active EE | $4,909 | $5,911-16.9% | $5,048-2.7% | $5,982-17.9% |
| Admin fee / account holder | $5,779 | $11,736-50.8% | $8,927-35.3% | $11,246-48.6% |