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 | $130,068 | $180,449-27.9% | $154,107-15.6% | $135,375-3.9% |
| Participation rate | 63.6% | 87.4%-23.8pp | 83.0%-19.4pp | 82.6%-19.0pp |
| Annual return | 2.96% | 888.09%-885.1pp | 735.12%-732.2pp | 519.73%-516.8pp |
| Employer contribution / active EE | $2,554 | $6,035-57.7% | $5,298-51.8% | $4,779-46.6% |
| Participant deferral / active EE | $3,239 | $5,806-44.2% | $5,081-36.2% | $5,609-42.2% |
| Admin fee / account holder | $13,675 | $16,143-15.3% | $13,411+2.0% | $10,827+26.3% |