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 8-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 | $24,474 | $52,681-53.5% | $75,781-67.7% | $59,632-59.0% |
| Participation rate | 42.3% | 67.2%-24.9pp | 75.8%-33.5pp | 68.7%-26.4pp |
| Annual return | -0.78% | 2.95%-3.7pp | 9.68%-10.5pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $818 | $2,193-62.7% | $3,323-75.4% | $2,203-62.9% |
| Participant deferral / active EE | $1,015 | $2,591-60.8% | $3,651-72.2% | $3,192-68.2% |
| Admin fee / account holder | $309 | $3,610-91.4% | $5,299-94.2% | $4,297-92.8% |