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 | $27,305 | $165,335-83.5% | $149,696-81.8% | $158,922-82.8% |
| Participation rate | 45.5% | 84.6%-39.1pp | 82.5%-37.0pp | 82.0%-36.5pp |
| Annual return | 21.99% | 348.15%-326.2pp | 276.60%-254.6pp | 302.83%-280.8pp |
| Employer contribution / active EE | $1,271 | $5,103-75.1% | $4,644-72.6% | $4,761-73.3% |
| Participant deferral / active EE | $2,829 | $7,181-60.6% | $6,842-58.6% | $5,982-52.7% |
| Admin fee / account holder | $3,639 | $10,807-66.3% | $9,309-60.9% | $11,246-67.6% |