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 | $23,343 | $202,432-88.5% | $169,368-86.2% | $139,434-83.3% |
| Participation rate | 27.3% | 81.1%-53.8pp | 77.1%-49.9pp | 80.3%-53.0pp |
| Annual return | 15.88% | 531.74%-515.9pp | 405.60%-389.7pp | 372.94%-357.1pp |
| Employer contribution / active EE | $2,339 | $4,692-50.2% | $4,013-41.7% | $4,751-50.8% |
| Participant deferral / active EE | $1,475 | $6,938-78.7% | $6,221-76.3% | $6,710-78.0% |
| Admin fee / account holder | $4,153 | $10,708-61.2% | $9,003-53.9% | $11,403-63.6% |