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 | $37,693 | $76,670-50.8% | $96,683-61.0% | $71,457-47.3% |
| Participation rate | 54.8% | 66.6%-11.7pp | 74.3%-19.5pp | 67.9%-13.1pp |
| Annual return | 0.00% | 48.29%-48.3pp | 35.69%-35.7pp | 28.85%-28.8pp |
| Employer contribution / active EE | $1,047 | $3,031-65.5% | $3,737-72.0% | $2,588-59.5% |
| Participant deferral / active EE | $2,533 | $3,771-32.8% | $4,878-48.1% | $4,289-40.9% |
| Admin fee / account holder | $3,141 | $2,028+54.9% | $6,730-53.3% | $1,587+97.9% |