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 | $138,877 | $162,781-14.7% | $133,956+3.7% | $158,922-12.6% |
| Participation rate | 62.5% | 83.2%-20.7pp | 79.8%-17.3pp | 82.0%-19.5pp |
| Annual return | 13.14% | 41.94%-28.8pp | 45.09%-31.9pp | 302.83%-289.7pp |
| Employer contribution / active EE | $1,721 | $4,975-65.4% | $3,919-56.1% | $4,761-63.9% |
| Participant deferral / active EE | $1,971 | $5,911-66.7% | $5,048-61.0% | $5,982-67.1% |
| Admin fee / account holder | $3,393 | $11,736-71.1% | $8,927-62.0% | $11,246-69.8% |