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 | $25,095 | $100,773-75.1% | $88,946-71.8% | $142,382-82.4% |
| Participation rate | 30.8% | 74.3%-43.5pp | 68.8%-38.1pp | 80.1%-49.4pp |
| Annual return | 17.01% | 70.18%-53.2pp | 57.82%-40.8pp | 217.08%-200.1pp |
| Employer contribution / active EE | $5,404 | $2,918+85.2% | $2,555+111.5% | $4,299+25.7% |
| Participant deferral / active EE | $6,744 | $5,230+28.9% | $4,581+47.2% | $6,507+3.6% |
| Admin fee / account holder | $3,729 | $9,693-61.5% | $8,261-54.9% | $12,624-70.5% |