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 6-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 | $20,362 | $37,426-45.6% | $77,482-73.7% | $79,858-74.5% |
| Participation rate | 49.3% | 41.5%+7.8pp | 54.2%-4.9pp | 69.6%-20.3pp |
| Annual return | 0.00% | 39.70%-39.7pp | 54.79%-54.8pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,114 | $637+74.9% | $986+12.9% | $2,471-54.9% |
| Participant deferral / active EE | $2,063 | $1,260+63.7% | $1,861+10.8% | $3,740-44.9% |
| Admin fee / account holder | $349 | $2,504-86.1% | $2,858-87.8% | $5,306-93.4% |