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 6-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 | $22,452 | $58,851-61.8% | $115,157-80.5% | $72,985-69.2% |
| Participation rate | 63.2% | 65.5%-2.4pp | 75.9%-12.7pp | 69.5%-6.3pp |
| Annual return | 0.00% | 23.16%-23.2pp | 35.60%-35.6pp | 81.00%-81.0pp |
| Employer contribution / active EE | $2,160 | $1,798+20.2% | $3,179-32.0% | $2,440-11.5% |
| Participant deferral / active EE | $3,033 | $2,643+14.8% | $4,168-27.2% | $3,607-15.9% |
| Admin fee / account holder | $500 | $6,370-92.1% | $7,088-92.9% | $5,124-90.2% |