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 | $35,849 | $167,307-78.6% | $143,757-75.1% | $134,475-73.3% |
| Participation rate | 38.9% | 84.8%-45.9pp | 80.3%-41.4pp | 81.2%-42.3pp |
| Annual return | -1.19% | 0.46%-1.6pp | -0.04%-1.1pp | 417.96%-419.2pp |
| Employer contribution / active EE | $1,382 | $5,619-75.4% | $4,951-72.1% | $4,740-70.8% |
| Participant deferral / active EE | $2,222 | $6,446-65.5% | $5,637-60.6% | $6,400-65.3% |
| Admin fee / account holder | $498 | $18,088-97.2% | $14,673-96.6% | $11,426-95.6% |