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 | $131,459 | $97,744+34.5% | $103,476+27.0% | $145,922-9.9% |
| Participation rate | 50.0% | 81.1%-31.1pp | 80.5%-30.5pp | 80.3%-30.3pp |
| Annual return | 12.69% | 25.41%-12.7pp | 23.90%-11.2pp | 561.29%-548.6pp |
| Employer contribution / active EE | $1,734 | $4,677-62.9% | $4,672-62.9% | $4,660-62.8% |
| Participant deferral / active EE | $2,141 | $6,603-67.6% | $6,623-67.7% | $6,688-68.0% |
| Admin fee / account holder | $570 | $12,515-95.4% | $9,413-93.9% | $13,397-95.7% |