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 8-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 | $130,941 | $89,753+45.9% | $107,525+21.8% | $84,808+54.4% |
| Participation rate | 29.4% | 68.1%-38.6pp | 75.1%-45.7pp | 68.3%-38.9pp |
| Annual return | 14.46% | 29.48%-15.0pp | 181.32%-166.9pp | 40.90%-26.4pp |
| Employer contribution / active EE | $1,336 | $3,113-57.1% | $3,754-64.4% | $2,631-49.2% |
| Participant deferral / active EE | $3,604 | $4,056-11.1% | $5,116-29.5% | $4,212-14.4% |
| Admin fee / account holder | $1,082 | $7,222-85.0% | $8,919-87.9% | $7,344-85.3% |