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 | $19,816 | $73,933-73.2% | $96,683-79.5% | $75,163-73.6% |
| Participation rate | 44.1% | 66.4%-22.3pp | 74.3%-30.2pp | 67.2%-23.1pp |
| Annual return | 0.00% | 26.70%-26.7pp | 35.69%-35.7pp | 160.62%-160.6pp |
| Employer contribution / active EE | $1,599 | $2,928-45.4% | $3,737-57.2% | $2,670-40.1% |
| Participant deferral / active EE | $4,372 | $3,659+19.5% | $4,878-10.4% | $4,125+6.0% |
| Admin fee / account holder | $1,567 | $5,216-70.0% | $6,730-76.7% | $5,651-72.3% |