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 | $137,695 | $210,648-34.6% | $177,989-22.6% | $145,922-5.6% |
| Participation rate | 64.7% | 80.8%-16.1pp | 77.1%-12.4pp | 80.3%-15.6pp |
| Annual return | 11.70% | 385.86%-374.2pp | 294.48%-282.8pp | 561.29%-549.6pp |
| Employer contribution / active EE | $1,261 | $4,565-72.4% | $3,949-68.1% | $4,660-72.9% |
| Participant deferral / active EE | $2,563 | $6,958-63.2% | $6,276-59.2% | $6,688-61.7% |
| Admin fee / account holder | $2,424 | $12,013-79.8% | $10,363-76.6% | $13,397-81.9% |