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 | $24,699 | $43,327-43.0% | $59,878-58.8% | $64,186-61.5% |
| Participation rate | 56.6% | 69.2%-12.6pp | 74.7%-18.1pp | 69.6%-13.0pp |
| Annual return | 0.00% | -1.55%+1.5pp | 3.46%-3.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,157 | $2,028-43.0% | $2,722-57.5% | $2,381-51.4% |
| Participant deferral / active EE | $3,597 | $2,546+41.3% | $3,402+5.7% | $3,470+3.7% |
| Admin fee / account holder | $2,582 | $3,005-14.1% | $3,590-28.1% | $4,888-47.2% |