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 10-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 | $29,298 | $41,854-30.0% | $73,843-60.3% | $52,331-44.0% |
| Participation rate | 66.0% | 66.2%-0.2pp | 73.4%-7.4pp | 68.1%-2.1pp |
| Annual return | 0.00% | 2.11%-2.1pp | 2267.84%-2267.8pp | 4.54%-4.5pp |
| Employer contribution / active EE | $371 | $1,920-80.7% | $2,787-86.7% | $1,882-80.3% |
| Participant deferral / active EE | $965 | $2,498-61.4% | $3,583-73.1% | $3,022-68.1% |
| Admin fee / account holder | $580 | $493+17.8% | $4,880-88.1% | $592-1.9% |