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 | $136,542 | $140,940-3.1% | $112,229+21.7% | $139,434-2.1% |
| Participation rate | 50.0% | 79.2%-29.2pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 20.44% | 32.71%-12.3pp | 30.20%-9.8pp | 372.94%-352.5pp |
| Employer contribution / active EE | $7,266 | $4,283+69.6% | $3,430+111.8% | $4,751+52.9% |
| Participant deferral / active EE | $10,048 | $5,874+71.1% | $4,798+109.4% | $6,710+49.7% |
| Admin fee / account holder | $2,103 | $9,954-78.9% | $7,748-72.9% | $11,403-81.6% |