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 | $25,229 | $111,754-77.4% | $103,333-75.6% | $145,922-82.7% |
| Participation rate | 34.8% | 77.9%-43.2pp | 74.5%-39.7pp | 80.3%-45.5pp |
| Annual return | 34.43% | 24.77%+9.7pp | 24.88%+9.5pp | 561.29%-526.9pp |
| Employer contribution / active EE | $1,569 | $4,212-62.8% | $3,868-59.4% | $4,660-66.3% |
| Participant deferral / active EE | $2,273 | $5,619-59.5% | $5,057-55.1% | $6,688-66.0% |
| Admin fee / account holder | $1,117 | $9,750-88.5% | $8,355-86.6% | $13,397-91.7% |