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 5-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 | $14,109 | $54,350-74.0% | $82,719-82.9% | $68,494-79.4% |
| Participation rate | 62.9% | 63.9%-1.1pp | 72.6%-9.7pp | 67.9%-5.0pp |
| Annual return | 0.99% | -13.67%+14.7pp | 701.18%-700.2pp | -7.84%+8.8pp |
| Employer contribution / active EE | $1,852 | $2,218-16.5% | $3,009-38.5% | $2,596-28.7% |
| Participant deferral / active EE | $3,173 | $3,246-2.2% | $4,395-27.8% | $4,027-21.2% |
| Admin fee / account holder | $712 | $4,395-83.8% | $5,329-86.6% | $5,403-86.8% |