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 7-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 | $24,828 | $183,519-86.5% | $155,509-84.0% | $145,922-83.0% |
| Participation rate | 12.5% | 82.7%-70.2pp | 78.2%-65.7pp | 80.3%-67.8pp |
| Annual return | 24.69% | 61.17%-36.5pp | 64.67%-40.0pp | 561.29%-536.6pp |
| Employer contribution / active EE | $2,506 | $5,313-52.8% | $4,672-46.4% | $4,660-46.2% |
| Participant deferral / active EE | $2,813 | $6,462-56.5% | $5,626-50.0% | $6,688-57.9% |
| Admin fee / account holder | $346 | $19,313-98.2% | $15,912-97.8% | $13,397-97.4% |