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 5-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 | $24,592 | $111,754-78.0% | $103,333-76.2% | $145,922-83.1% |
| Participation rate | 58.3% | 77.9%-19.6pp | 74.5%-16.2pp | 80.3%-21.9pp |
| Annual return | 22.56% | 24.77%-2.2pp | 24.88%-2.3pp | 561.29%-538.7pp |
| Employer contribution / active EE | $2,555 | $4,212-39.3% | $3,868-33.9% | $4,660-45.2% |
| Participant deferral / active EE | $6,162 | $5,619+9.7% | $5,057+21.8% | $6,688-7.9% |
| Admin fee / account holder | $32,725 | $9,750+235.6% | $8,355+291.7% | $13,397+144.3% |