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 | $14,972 | $177,572-91.6% | $154,803-90.3% | $142,382-89.5% |
| Participation rate | 41.2% | 82.1%-40.9pp | 78.1%-36.9pp | 80.1%-38.9pp |
| Annual return | 13.71% | 65.07%-51.4pp | 58.88%-45.2pp | 217.08%-203.4pp |
| Employer contribution / active EE | $3,265 | $4,810-32.1% | $4,305-24.2% | $4,299-24.1% |
| Participant deferral / active EE | $4,857 | $6,272-22.6% | $5,540-12.3% | $6,507-25.4% |
| Admin fee / account holder | $1,379 | $16,786-91.8% | $14,329-90.4% | $12,624-89.1% |