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 | $54,294 | $158,817-65.8% | $121,196-55.2% | $135,375-59.9% |
| Participation rate | 60.0% | 79.3%-19.3pp | 71.7%-11.7pp | 82.6%-22.6pp |
| Annual return | -2.59% | -0.64%-2.0pp | 16.93%-19.5pp | 519.73%-522.3pp |
| Employer contribution / active EE | $766 | $5,665-86.5% | $4,022-81.0% | $4,779-84.0% |
| Participant deferral / active EE | $1,099 | $4,005-72.5% | $3,344-67.1% | $5,609-80.4% |
| Admin fee / account holder | $365 | $6,512-94.4% | $5,019-92.7% | $10,827-96.6% |