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 | $132,179 | $159,901-17.3% | $146,958-10.1% | $145,922-9.4% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 28.08% | 98.13%-70.1pp | 418.34%-390.3pp | 561.29%-533.2pp |
| Employer contribution / active EE | $3,632 | $5,286-31.3% | $4,933-26.4% | $4,660-22.1% |
| Participant deferral / active EE | $7,912 | $8,428-6.1% | $8,070-2.0% | $6,688+18.3% |
| Admin fee / account holder | $3,478 | $15,044-76.9% | $12,998-73.2% | $13,397-74.0% |