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 | $24,701 | $109,327-77.4% | $89,391-72.4% | $158,922-84.5% |
| Participation rate | 56.5% | 74.3%-17.7pp | 68.0%-11.5pp | 82.0%-25.4pp |
| Annual return | 10.40% | 345.68%-335.3pp | 245.62%-235.2pp | 302.83%-292.4pp |
| Employer contribution / active EE | $1,427 | $3,170-55.0% | $2,586-44.8% | $4,761-70.0% |
| Participant deferral / active EE | $2,649 | $4,598-42.4% | $3,890-31.9% | $5,982-55.7% |
| Admin fee / account holder | $4,968 | $6,153-19.3% | $4,881+1.8% | $11,246-55.8% |