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 | $133,127 | $177,572-25.0% | $154,803-14.0% | $142,382-6.5% |
| Participation rate | 57.1% | 82.1%-24.9pp | 78.1%-20.9pp | 80.1%-23.0pp |
| Annual return | 11.65% | 65.07%-53.4pp | 58.88%-47.2pp | 217.08%-205.4pp |
| Employer contribution / active EE | $1,485 | $4,810-69.1% | $4,305-65.5% | $4,299-65.5% |
| Participant deferral / active EE | $5,675 | $6,272-9.5% | $5,540+2.4% | $6,507-12.8% |
| Admin fee / account holder | $16,286 | $16,786-3.0% | $14,329+13.7% | $12,624+29.0% |