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 6-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 | $29,048 | $179,726-83.8% | $156,263-81.4% | $142,382-79.6% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.9%-28.9pp | 80.1%-30.1pp |
| Annual return | 11.81% | 77.86%-66.0pp | 59.47%-47.7pp | 217.08%-205.3pp |
| Employer contribution / active EE | $2,812 | $5,069-44.5% | $4,333-35.1% | $4,299-34.6% |
| Participant deferral / active EE | $2,309 | $6,956-66.8% | $6,158-62.5% | $6,507-64.5% |
| Admin fee / account holder | $13,678 | $17,272-20.8% | $14,255-4.0% | $12,624+8.3% |