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 | $15,376 | $117,983-87.0% | $101,794-84.9% | $142,382-89.2% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.2%-2.5pp | 80.1%-13.5pp |
| Annual return | 15.11% | 36.92%-21.8pp | 30.53%-15.4pp | 217.08%-202.0pp |
| Employer contribution / active EE | $1,824 | $2,773-34.2% | $2,289-20.3% | $4,299-57.6% |
| Participant deferral / active EE | $3,058 | $4,714-35.1% | $4,084-25.1% | $6,507-53.0% |
| Admin fee / account holder | $8,480 | $10,433-18.7% | $8,777-3.4% | $12,624-32.8% |