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 5-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 | $24,760 | $127,065-80.5% | $113,168-78.1% | $142,382-82.6% |
| Participation rate | 50.0% | 79.2%-29.2pp | 76.6%-26.6pp | 80.1%-30.1pp |
| Annual return | 16.15% | 24.03%-7.9pp | 24.27%-8.1pp | 217.08%-200.9pp |
| Employer contribution / active EE | $2,322 | $3,442-32.6% | $2,975-22.0% | $4,299-46.0% |
| Participant deferral / active EE | $5,115 | $5,716-10.5% | $5,107+0.2% | $6,507-21.4% |
| Admin fee / account holder | $18,931 | $15,736+20.3% | $12,068+56.9% | $12,624+50.0% |