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 | $127,169 | $214,378-40.7% | $200,582-36.6% | $142,382-10.7% |
| Participation rate | 64.7% | 87.4%-22.7pp | 86.9%-22.2pp | 80.1%-15.4pp |
| Annual return | 17.17% | 46.41%-29.2pp | 42.33%-25.2pp | 217.08%-199.9pp |
| Employer contribution / active EE | $1,801 | $6,841-73.7% | $6,419-71.9% | $4,299-58.1% |
| Participant deferral / active EE | $9,471 | $9,865-4.0% | $9,331+1.5% | $6,507+45.5% |
| Admin fee / account holder | $386 | $17,692-97.8% | $16,305-97.6% | $12,624-96.9% |