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 | $114,454 | $183,519-37.6% | $155,509-26.4% | $145,922-21.6% |
| Participation rate | 52.9% | 82.7%-29.7pp | 78.2%-25.2pp | 80.3%-27.3pp |
| Annual return | 9.98% | 61.17%-51.2pp | 64.67%-54.7pp | 561.29%-551.3pp |
| Employer contribution / active EE | $2,130 | $5,313-59.9% | $4,672-54.4% | $4,660-54.3% |
| Participant deferral / active EE | $2,711 | $6,462-58.1% | $5,626-51.8% | $6,688-59.5% |
| Admin fee / account holder | $418 | $19,313-97.8% | $15,912-97.4% | $13,397-96.9% |