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 | $137,094 | $137,414-0.2% | $189,513-27.7% | $85,850+59.7% |
| Participation rate | 47.7% | 84.6%-36.9pp | 87.8%-40.1pp | 69.3%-21.6pp |
| Annual return | 13.83% | 38.14%-24.3pp | 555.15%-541.3pp | 318.53%-304.7pp |
| Employer contribution / active EE | $2,172 | $4,344-50.0% | $6,162-64.8% | $2,565-15.3% |
| Participant deferral / active EE | $3,888 | $6,260-37.9% | $8,221-52.7% | $3,952-1.6% |
| Admin fee / account holder | $2,230 | $8,630-74.2% | $12,045-81.5% | $6,260-64.4% |