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 9-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 | $12,085 | $49,177-75.4% | $79,464-84.8% | $64,186-81.2% |
| Participation rate | 31.4% | 65.0%-33.6pp | 73.3%-41.9pp | 69.6%-38.1pp |
| Annual return | 0.00% | -1.16%+1.2pp | 718.14%-718.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $438 | $2,076-78.9% | $2,800-84.4% | $2,381-81.6% |
| Participant deferral / active EE | $1,030 | $2,821-63.5% | $3,704-72.2% | $3,470-70.3% |
| Admin fee / account holder | $313 | $3,839-91.9% | $5,113-93.9% | $4,888-93.6% |