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 6-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 | $16,566 | $183,519-91.0% | $155,509-89.3% | $145,922-88.6% |
| Participation rate | 57.9% | 82.7%-24.8pp | 78.2%-20.3pp | 80.3%-22.4pp |
| Annual return | 21.82% | 61.17%-39.3pp | 64.67%-42.8pp | 561.29%-539.5pp |
| Employer contribution / active EE | $1,091 | $5,313-79.5% | $4,672-76.7% | $4,660-76.6% |
| Participant deferral / active EE | $1,845 | $6,462-71.4% | $5,626-67.2% | $6,688-72.4% |
| Admin fee / account holder | $891 | $19,313-95.4% | $15,912-94.4% | $13,397-93.3% |