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 | $62,384 | $86,944-28.2% | $107,525-42.0% | $74,304-16.0% |
| Participation rate | 34.9% | 59.6%-24.6pp | 75.1%-40.2pp | 60.3%-25.4pp |
| Annual return | 0.00% | 23.52%-23.5pp | 181.32%-181.3pp | 29.43%-29.4pp |
| Employer contribution / active EE | $1,527 | $2,757-44.6% | $3,754-59.3% | $2,241-31.9% |
| Participant deferral / active EE | $2,287 | $3,554-35.7% | $5,116-55.3% | $3,767-39.3% |
| Admin fee / account holder | $2,900 | $3,727-22.2% | $8,919-67.5% | $2,969-2.3% |