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 | $21,454 | $124,281-82.7% | $109,143-80.3% | $167,490-87.2% |
| Participation rate | 63.6% | 79.4%-15.8pp | 75.9%-12.2pp | 82.1%-18.5pp |
| Annual return | 14.72% | 26.04%-11.3pp | 25.75%-11.0pp | 478.56%-463.8pp |
| Employer contribution / active EE | $2,381 | $4,207-43.4% | $3,722-36.0% | $4,837-50.8% |
| Participant deferral / active EE | $8,953 | $5,255+70.4% | $4,653+92.4% | $6,341+41.2% |
| Admin fee / account holder | $3,283 | $7,970-58.8% | $6,752-51.4% | $12,309-73.3% |