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 | $29,295 | $78,705-62.8% | $117,854-75.1% | $70,131-58.2% |
| Participation rate | 60.7% | 73.2%-12.5pp | 79.7%-18.9pp | 69.5%-8.8pp |
| Annual return | 0.00% | 23.30%-23.3pp | 335.08%-335.1pp | 73.14%-73.1pp |
| Employer contribution / active EE | $2,068 | $2,223-7.0% | $3,786-45.4% | $2,342-11.7% |
| Participant deferral / active EE | $3,977 | $3,297+20.6% | $4,482-11.3% | $3,332+19.4% |
| Admin fee / account holder | $1,130 | $5,065-77.7% | $8,020-85.9% | $4,645-75.7% |