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 9-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 | $121,895 | $133,922-9.0% | $116,228+4.9% | $142,382-14.4% |
| Participation rate | 42.1% | 77.9%-35.8pp | 74.6%-32.4pp | 80.1%-38.0pp |
| Annual return | 13.39% | 147.76%-134.4pp | 90.06%-76.7pp | 217.08%-203.7pp |
| Employer contribution / active EE | $870 | $3,446-74.8% | $2,994-70.9% | $4,299-79.8% |
| Participant deferral / active EE | $2,896 | $5,672-48.9% | $4,953-41.5% | $6,507-55.5% |
| Admin fee / account holder | $1,423 | $14,945-90.5% | $11,989-88.1% | $12,624-88.7% |