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 | $23,066 | $183,519-87.4% | $155,509-85.2% | $145,922-84.2% |
| Participation rate | 43.8% | 82.7%-38.9pp | 78.2%-34.4pp | 80.3%-36.5pp |
| Annual return | 13.39% | 61.17%-47.8pp | 64.67%-51.3pp | 561.29%-547.9pp |
| Employer contribution / active EE | $1,303 | $5,313-75.5% | $4,672-72.1% | $4,660-72.0% |
| Participant deferral / active EE | $2,122 | $6,462-67.2% | $5,626-62.3% | $6,688-68.3% |
| Admin fee / account holder | $3,434 | $19,313-82.2% | $15,912-78.4% | $13,397-74.4% |