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 | $25,856 | $49,922-48.2% | $80,569-67.9% | $75,163-65.6% |
| Participation rate | 42.9% | 55.3%-12.4pp | 67.0%-24.1pp | 67.2%-24.3pp |
| Annual return | 15.99% | 34.69%-18.7pp | 935.43%-919.4pp | 160.62%-144.6pp |
| Employer contribution / active EE | $1,106 | $1,698-34.9% | $2,723-59.4% | $2,670-58.6% |
| Participant deferral / active EE | $2,283 | $2,990-23.7% | $4,447-48.7% | $4,125-44.7% |
| Admin fee / account holder | $1,973 | $3,577-44.8% | $5,377-63.3% | $5,651-65.1% |