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 | $28,329 | $226,064-87.5% | $182,532-84.5% | $152,861-81.5% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.0%-18.0pp | 82.4%-22.4pp |
| Annual return | 28.20% | 192.51%-164.3pp | 148.54%-120.3pp | 345.32%-317.1pp |
| Employer contribution / active EE | $11,200 | $4,978+125.0% | $4,076+174.8% | $4,762+135.2% |
| Participant deferral / active EE | $2,402 | $6,368-62.3% | $5,524-56.5% | $5,850-58.9% |
| Admin fee / account holder | $16,976 | $10,703+58.6% | $8,592+97.6% | $11,596+46.4% |