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 | $24,694 | $157,256-84.3% | $141,162-82.5% | $152,861-83.8% |
| Participation rate | 45.5% | 84.8%-39.4pp | 82.5%-37.0pp | 82.4%-37.0pp |
| Annual return | 17.35% | 64.32%-47.0pp | 71.39%-54.0pp | 345.32%-328.0pp |
| Employer contribution / active EE | $1,519 | $5,261-71.1% | $4,735-67.9% | $4,762-68.1% |
| Participant deferral / active EE | $4,365 | $7,109-38.6% | $6,709-34.9% | $5,850-25.4% |
| Admin fee / account holder | $3,598 | $12,120-70.3% | $10,261-64.9% | $11,596-69.0% |