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 | $141,147 | $173,345-18.6% | $136,007+3.8% | $145,922-3.3% |
| Participation rate | 38.9% | 80.5%-41.6pp | 76.5%-37.6pp | 80.3%-41.4pp |
| Annual return | 9.53% | 1163.32%-1153.8pp | 579.32%-569.8pp | 561.29%-551.8pp |
| Employer contribution / active EE | $1,931 | $5,278-63.4% | $4,217-54.2% | $4,660-58.6% |
| Participant deferral / active EE | $2,466 | $8,699-71.6% | $7,025-64.9% | $6,688-63.1% |
| Admin fee / account holder | $3,113 | $9,954-68.7% | $6,858-54.6% | $13,397-76.8% |