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 7-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 | $131,581 | $179,726-26.8% | $156,263-15.8% | $142,382-7.6% |
| Participation rate | 62.5% | 82.1%-19.6pp | 78.9%-16.4pp | 80.1%-17.6pp |
| Annual return | 15.45% | 77.86%-62.4pp | 59.47%-44.0pp | 217.08%-201.6pp |
| Employer contribution / active EE | $3,050 | $5,069-39.8% | $4,333-29.6% | $4,299-29.1% |
| Participant deferral / active EE | $11,403 | $6,956+63.9% | $6,158+85.2% | $6,507+75.2% |
| Admin fee / account holder | $26,700 | $17,272+54.6% | $14,255+87.3% | $12,624+111.5% |