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 | $130,962 | $148,534-11.8% | $135,903-3.6% | $139,434-6.1% |
| Participation rate | 62.5% | 83.9%-21.4pp | 81.9%-19.4pp | 80.3%-17.8pp |
| Annual return | 34.16% | 79.19%-45.0pp | 68.23%-34.1pp | 372.94%-338.8pp |
| Employer contribution / active EE | $2,194 | $5,243-58.2% | $4,856-54.8% | $4,751-53.8% |
| Participant deferral / active EE | $3,855 | $8,100-52.4% | $7,758-50.3% | $6,710-42.6% |
| Admin fee / account holder | $2,461 | $12,400-80.2% | $10,762-77.1% | $11,403-78.4% |