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 | $25,003 | $227,553-89.0% | $189,557-86.8% | $167,490-85.1% |
| Participation rate | 54.5% | 82.5%-27.9pp | 78.4%-23.9pp | 82.1%-27.6pp |
| Annual return | 10.98% | 78.40%-67.4pp | 64.17%-53.2pp | 478.56%-467.6pp |
| Employer contribution / active EE | $2,080 | $5,316-60.9% | $4,412-52.9% | $4,837-57.0% |
| Participant deferral / active EE | $3,972 | $7,002-43.3% | $6,174-35.7% | $6,341-37.4% |
| Admin fee / account holder | $3,056 | $11,878-74.3% | $9,807-68.8% | $12,309-75.2% |