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 9-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 | $130,432 | $150,187-13.2% | $120,354+8.4% | $145,922-10.6% |
| Participation rate | 66.7% | 78.8%-12.1pp | 71.9%-5.2pp | 80.3%-13.6pp |
| Annual return | 9.15% | 154.07%-144.9pp | 107.15%-98.0pp | 561.29%-552.1pp |
| Employer contribution / active EE | $1,733 | $4,348-60.1% | $3,463-49.9% | $4,660-62.8% |
| Participant deferral / active EE | $2,513 | $6,173-59.3% | $4,991-49.6% | $6,688-62.4% |
| Admin fee / account holder | $12,832 | $12,207+5.1% | $9,423+36.2% | $13,397-4.2% |