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 7-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 | $24,860 | $115,770-78.5% | $101,248-75.4% | $158,922-84.4% |
| Participation rate | 54.5% | 79.4%-24.8pp | 75.8%-21.3pp | 82.0%-27.4pp |
| Annual return | 27.06% | 56.14%-29.1pp | 46.47%-19.4pp | 302.83%-275.8pp |
| Employer contribution / active EE | $1,638 | $4,175-60.8% | $3,660-55.2% | $4,761-65.6% |
| Participant deferral / active EE | $5,128 | $4,957+3.4% | $4,370+17.3% | $5,982-14.3% |
| Admin fee / account holder | $2,931 | $7,245-59.5% | $5,945-50.7% | $11,246-73.9% |