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 | $132,268 | $165,984-20.3% | $164,813-19.7% | $145,922-9.4% |
| Participation rate | 60.9% | 82.0%-21.1pp | 78.6%-17.7pp | 80.3%-19.4pp |
| Annual return | 21.42% | 100.03%-78.6pp | 69.93%-48.5pp | 561.29%-539.9pp |
| Employer contribution / active EE | $1,770 | $5,273-66.4% | $4,341-59.2% | $4,660-62.0% |
| Participant deferral / active EE | $9,067 | $6,959+30.3% | $6,031+50.3% | $6,688+35.6% |
| Admin fee / account holder | $3,495 | $16,648-79.0% | $12,690-72.5% | $13,397-73.9% |