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 8-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 | $103,748 | $72,404+43.3% | $110,238-5.9% | $64,186+61.6% |
| Participation rate | 61.1% | 73.3%-12.2pp | 79.8%-18.7pp | 69.6%-8.5pp |
| Annual return | 0.00% | -6.29%+6.3pp | 314.74%-314.7pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,826-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,177 | $3,469-8.4% | $4,672-32.0% | $3,470-8.4% |
| Admin fee / account holder | $5,043 | $5,664-11.0% | $8,547-41.0% | $4,888+3.2% |