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 | $49,398 | $72,492-31.9% | $87,100-43.3% | $72,985-32.3% |
| Participation rate | 43.9% | 72.8%-29.0pp | 76.9%-33.0pp | 69.5%-25.6pp |
| Annual return | 0.00% | 24.46%-24.5pp | 28.19%-28.2pp | 81.00%-81.0pp |
| Employer contribution / active EE | $865 | $1,894-54.3% | $2,521-65.7% | $2,440-64.5% |
| Participant deferral / active EE | $2,305 | $3,270-29.5% | $4,049-43.1% | $3,607-36.1% |
| Admin fee / account holder | $765 | $5,055-84.9% | $7,497-89.8% | $5,124-85.1% |