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 5-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 | $24,855 | $111,724-77.8% | $93,606-73.4% | $145,922-83.0% |
| Participation rate | 45.5% | 74.2%-28.8pp | 68.7%-23.3pp | 80.3%-34.8pp |
| Annual return | 13.05% | 202.98%-189.9pp | 133.20%-120.1pp | 561.29%-548.2pp |
| Employer contribution / active EE | $1,114 | $3,090-63.9% | $2,420-53.9% | $4,660-76.1% |
| Participant deferral / active EE | $3,613 | $4,912-26.4% | $4,411-18.1% | $6,688-46.0% |
| Admin fee / account holder | $1,245 | $10,250-87.9% | $8,285-85.0% | $13,397-90.7% |