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 | $17,889 | $87,540-79.6% | $75,781-76.4% | $125,391-85.7% |
| Participation rate | 65.0% | 80.2%-15.2pp | 75.8%-10.8pp | 83.2%-18.2pp |
| Annual return | 43.54% | 13.48%+30.1pp | 9.68%+33.9pp | 282.22%-238.7pp |
| Employer contribution / active EE | $2,063 | $3,930-47.5% | $3,323-37.9% | $4,866-57.6% |
| Participant deferral / active EE | $2,757 | $4,229-34.8% | $3,651-24.5% | $5,352-48.5% |
| Admin fee / account holder | $1,395 | $6,502-78.5% | $5,299-73.7% | $9,540-85.4% |