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 7-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 | $34,004 | $96,484-64.8% | $75,886-55.2% | $152,861-77.8% |
| Participation rate | 61.1% | 76.2%-15.1pp | 69.3%-8.2pp | 82.4%-21.3pp |
| Annual return | 0.00% | 33.98%-34.0pp | 30.76%-30.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $535 | $3,309-83.8% | $2,500-78.6% | $4,762-88.8% |
| Participant deferral / active EE | $2,162 | $4,553-52.5% | $3,603-40.0% | $5,850-63.0% |
| Admin fee / account holder | $1,943 | $8,078-75.9% | $5,418-64.1% | $11,596-83.2% |