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 | $120,177 | $202,432-40.6% | $169,368-29.0% | $139,434-13.8% |
| Participation rate | 61.1% | 81.1%-20.0pp | 77.1%-16.0pp | 80.3%-19.2pp |
| Annual return | 16.47% | 531.74%-515.3pp | 405.60%-389.1pp | 372.94%-356.5pp |
| Employer contribution / active EE | $1,166 | $4,692-75.2% | $4,013-70.9% | $4,751-75.5% |
| Participant deferral / active EE | $2,383 | $6,938-65.7% | $6,221-61.7% | $6,710-64.5% |
| Admin fee / account holder | $1,080 | $10,708-89.9% | $9,003-88.0% | $11,403-90.5% |