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 9-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 | $26,274 | $46,553-43.6% | $64,056-59.0% | $75,163-65.0% |
| Participation rate | 60.0% | 65.9%-5.9pp | 72.3%-12.3pp | 67.2%-7.2pp |
| Annual return | 19.36% | 26.03%-6.7pp | 33.69%-14.3pp | 160.62%-141.3pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,673 | $2,837+100.0% | $3,880+46.2% | $4,125+37.5% |
| Admin fee / account holder | $9,806 | $2,952+232.2% | $3,068+219.6% | $5,651+73.5% |