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 | $23,119 | $228,332-89.9% | $185,823-87.6% | $158,922-85.5% |
| Participation rate | 36.4% | 82.3%-45.9pp | 78.0%-41.7pp | 82.0%-45.6pp |
| Annual return | 11.51% | 40.80%-29.3pp | 35.95%-24.4pp | 302.83%-291.3pp |
| Employer contribution / active EE | $1,349 | $4,967-72.8% | $4,087-67.0% | $4,761-71.7% |
| Participant deferral / active EE | $4,976 | $6,415-22.4% | $5,632-11.6% | $5,982-16.8% |
| Admin fee / account holder | $5,215 | $11,864-56.0% | $9,500-45.1% | $11,246-53.6% |