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 | $132,485 | $165,984-20.2% | $164,813-19.6% | $145,922-9.2% |
| Participation rate | 45.5% | 82.0%-36.5pp | 78.6%-33.1pp | 80.3%-34.8pp |
| Annual return | 11.43% | 100.03%-88.6pp | 69.93%-58.5pp | 561.29%-549.9pp |
| Employer contribution / active EE | $2,694 | $5,273-48.9% | $4,341-37.9% | $4,660-42.2% |
| Participant deferral / active EE | $6,556 | $6,959-5.8% | $6,031+8.7% | $6,688-2.0% |
| Admin fee / account holder | $9,656 | $16,648-42.0% | $12,690-23.9% | $13,397-27.9% |