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 7-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 | $20,851 | $202,432-89.7% | $169,368-87.7% | $139,434-85.0% |
| Participation rate | 57.9% | 81.1%-23.2pp | 77.1%-19.3pp | 80.3%-22.4pp |
| Annual return | 12.61% | 531.74%-519.1pp | 405.60%-393.0pp | 372.94%-360.3pp |
| Employer contribution / active EE | $2,376 | $4,692-49.4% | $4,013-40.8% | $4,751-50.0% |
| Participant deferral / active EE | $1,335 | $6,938-80.8% | $6,221-78.5% | $6,710-80.1% |
| Admin fee / account holder | $13,172 | $10,708+23.0% | $9,003+46.3% | $11,403+15.5% |