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 3-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 | $24,442 | $40,256-39.3% | $57,343-57.4% | $59,632-59.0% |
| Participation rate | 58.3% | 69.2%-10.8pp | 75.1%-16.8pp | 68.7%-10.3pp |
| Annual return | -0.06% | 27.49%-27.5pp | 24.39%-24.4pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $964 | $1,922-49.8% | $2,689-64.1% | $2,203-56.2% |
| Participant deferral / active EE | $1,032 | $2,399-57.0% | $3,162-67.4% | $3,192-67.7% |
| Admin fee / account holder | $1,278 | $2,818-54.6% | $3,356-61.9% | $4,297-70.2% |