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 | $26,103 | $228,332-88.6% | $185,823-86.0% | $158,922-83.6% |
| Participation rate | 55.0% | 82.3%-27.3pp | 78.0%-23.0pp | 82.0%-27.0pp |
| Annual return | 26.24% | 40.80%-14.6pp | 35.95%-9.7pp | 302.83%-276.6pp |
| Employer contribution / active EE | $837 | $4,967-83.2% | $4,087-79.5% | $4,761-82.4% |
| Participant deferral / active EE | $2,105 | $6,415-67.2% | $5,632-62.6% | $5,982-64.8% |
| Admin fee / account holder | $1,119 | $11,864-90.6% | $9,500-88.2% | $11,246-90.1% |