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 | $131,078 | $180,449-27.4% | $154,107-14.9% | $135,375-3.2% |
| Participation rate | 61.1% | 87.4%-26.3pp | 83.0%-21.9pp | 82.6%-21.5pp |
| Annual return | 1.16% | 888.09%-886.9pp | 735.12%-734.0pp | 519.73%-518.6pp |
| Employer contribution / active EE | $1,708 | $6,035-71.7% | $5,298-67.8% | $4,779-64.3% |
| Participant deferral / active EE | $3,900 | $5,806-32.8% | $5,081-23.2% | $5,609-30.5% |
| Admin fee / account holder | $89,261 | $16,143+452.9% | $13,411+565.6% | $10,827+724.4% |