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 | $22,920 | $165,984-86.2% | $164,813-86.1% | $145,922-84.3% |
| Participation rate | 57.1% | 82.0%-24.9pp | 78.6%-21.5pp | 80.3%-23.1pp |
| Annual return | 10.85% | 100.03%-89.2pp | 69.93%-59.1pp | 561.29%-550.4pp |
| Employer contribution / active EE | $1,441 | $5,273-72.7% | $4,341-66.8% | $4,660-69.1% |
| Participant deferral / active EE | $2,502 | $6,959-64.1% | $6,031-58.5% | $6,688-62.6% |
| Admin fee / account holder | $12,801 | $16,648-23.1% | $12,690+0.9% | $13,397-4.4% |