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 8-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 | $17,096 | $106,515-83.9% | $96,683-82.3% | $139,434-87.7% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.3%-14.3pp | 80.3%-20.3pp |
| Annual return | 18.28% | 38.43%-20.1pp | 35.69%-17.4pp | 372.94%-354.7pp |
| Employer contribution / active EE | $1,701 | $4,103-58.5% | $3,737-54.5% | $4,751-64.2% |
| Participant deferral / active EE | $5,810 | $5,454+6.5% | $4,878+19.1% | $6,710-13.4% |
| Admin fee / account holder | $573 | $7,877-92.7% | $6,730-91.5% | $11,403-95.0% |