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 | $133,015 | $157,256-15.4% | $141,162-5.8% | $152,861-13.0% |
| Participation rate | 46.2% | 84.8%-38.7pp | 82.5%-36.3pp | 82.4%-36.3pp |
| Annual return | 17.28% | 64.32%-47.0pp | 71.39%-54.1pp | 345.32%-328.0pp |
| Employer contribution / active EE | $1,837 | $5,261-65.1% | $4,735-61.2% | $4,762-61.4% |
| Participant deferral / active EE | $2,999 | $7,109-57.8% | $6,709-55.3% | $5,850-48.7% |
| Admin fee / account holder | $9,317 | $12,120-23.1% | $10,261-9.2% | $11,596-19.7% |