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 | $126,011 | $157,256-19.9% | $141,162-10.7% | $152,861-17.6% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.4%-22.4pp |
| Annual return | 24.46% | 64.32%-39.9pp | 71.39%-46.9pp | 345.32%-320.9pp |
| Employer contribution / active EE | $2,678 | $5,261-49.1% | $4,735-43.4% | $4,762-43.8% |
| Participant deferral / active EE | $5,518 | $7,109-22.4% | $6,709-17.7% | $5,850-5.7% |
| Admin fee / account holder | $12,657 | $12,120+4.4% | $10,261+23.3% | $11,596+9.1% |