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 3-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 | $25,528 | $106,584-76.0% | $101,326-74.8% | $142,382-82.1% |
| Participation rate | 33.3% | 82.7%-49.4pp | 81.5%-48.2pp | 80.1%-46.8pp |
| Annual return | 16.32% | 36.93%-20.6pp | 36.82%-20.5pp | 217.08%-200.8pp |
| Employer contribution / active EE | $3,199 | $3,956-19.1% | $3,665-12.7% | $4,299-25.6% |
| Participant deferral / active EE | $3,998 | $8,297-51.8% | $7,994-50.0% | $6,507-38.6% |
| Admin fee / account holder | $9,230 | $11,446-19.4% | $11,185-17.5% | $12,624-26.9% |