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 | $22,811 | $107,334-78.7% | $92,893-75.4% | $152,861-85.1% |
| Participation rate | 58.8% | 79.8%-21.0pp | 76.0%-17.2pp | 82.4%-23.6pp |
| Annual return | 19.45% | 145.58%-126.1pp | 109.41%-90.0pp | 345.32%-325.9pp |
| Employer contribution / active EE | $1,716 | $4,221-59.3% | $3,653-53.0% | $4,762-64.0% |
| Participant deferral / active EE | $2,965 | $4,845-38.8% | $4,236-30.0% | $5,850-49.3% |
| Admin fee / account holder | $7,232 | $7,079+2.2% | $5,794+24.8% | $11,596-37.6% |