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 4-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 | $21,478 | $95,862-77.6% | $79,550-73.0% | $134,475-84.0% |
| Participation rate | 33.3% | 75.0%-41.7pp | 69.5%-36.2pp | 81.2%-47.9pp |
| Annual return | 0.00% | -2.69%+2.7pp | 0.16%-0.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,511 | $3,128-19.7% | $2,413+4.1% | $4,740-47.0% |
| Participant deferral / active EE | $7,022 | $4,693+49.6% | $3,985+76.2% | $6,400+9.7% |
| Admin fee / account holder | $7,216 | $9,126-20.9% | $6,832+5.6% | $11,426-36.8% |