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 3-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 | $22,915 | $111,754-79.5% | $103,333-77.8% | $145,922-84.3% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 22.00% | 24.77%-2.8pp | 24.88%-2.9pp | 561.29%-539.3pp |
| Employer contribution / active EE | $2,596 | $4,212-38.4% | $3,868-32.9% | $4,660-44.3% |
| Participant deferral / active EE | $6,702 | $5,619+19.3% | $5,057+32.5% | $6,688+0.2% |
| Admin fee / account holder | $1,734 | $9,750-82.2% | $8,355-79.2% | $13,397-87.1% |