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 | $19,628 | $50,082-60.8% | $93,406-79.0% | $79,858-75.4% |
| Participation rate | 42.0% | 60.9%-18.9pp | 66.8%-24.8pp | 69.6%-27.6pp |
| Annual return | 0.00% | 24.59%-24.6pp | 78.05%-78.1pp | 31.71%-31.7pp |
| Employer contribution / active EE | $925 | $1,303-29.0% | $2,075-55.4% | $2,471-62.6% |
| Participant deferral / active EE | $1,791 | $2,212-19.1% | $3,126-42.7% | $3,740-52.1% |
| Admin fee / account holder | $1,904 | $3,454-44.9% | $5,230-63.6% | $5,306-64.1% |