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 | $26,413 | $148,534-82.2% | $135,903-80.6% | $139,434-81.1% |
| Participation rate | 57.1% | 83.9%-26.7pp | 81.9%-24.8pp | 80.3%-23.2pp |
| Annual return | 27.19% | 79.19%-52.0pp | 68.23%-41.0pp | 372.94%-345.7pp |
| Employer contribution / active EE | $2,008 | $5,243-61.7% | $4,856-58.7% | $4,751-57.7% |
| Participant deferral / active EE | $4,350 | $8,100-46.3% | $7,758-43.9% | $6,710-35.2% |
| Admin fee / account holder | $3,279 | $12,400-73.6% | $10,762-69.5% | $11,403-71.2% |