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 | $135,348 | $165,335-18.1% | $149,696-9.6% | $158,922-14.8% |
| Participation rate | 46.2% | 84.6%-38.4pp | 82.5%-36.3pp | 82.0%-35.8pp |
| Annual return | 14.60% | 348.15%-333.5pp | 276.60%-262.0pp | 302.83%-288.2pp |
| Employer contribution / active EE | $2,526 | $5,103-50.5% | $4,644-45.6% | $4,761-47.0% |
| Participant deferral / active EE | $7,959 | $7,181+10.8% | $6,842+16.3% | $5,982+33.0% |
| Admin fee / account holder | $1,308 | $10,807-87.9% | $9,309-85.9% | $11,246-88.4% |