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 | $131,208 | $179,726-27.0% | $156,263-16.0% | $142,382-7.8% |
| Participation rate | 61.9% | 82.1%-20.2pp | 78.9%-17.0pp | 80.1%-18.2pp |
| Annual return | 13.90% | 77.86%-64.0pp | 59.47%-45.6pp | 217.08%-203.2pp |
| Employer contribution / active EE | $5,710 | $5,069+12.6% | $4,333+31.8% | $4,299+32.8% |
| Participant deferral / active EE | $9,906 | $6,956+42.4% | $6,158+60.9% | $6,507+52.2% |
| Admin fee / account holder | $2,988 | $17,272-82.7% | $14,255-79.0% | $12,624-76.3% |