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 8-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 | $29,911 | $58,577-48.9% | $83,333-64.1% | $64,186-53.4% |
| Participation rate | 69.2% | 72.0%-2.8pp | 77.8%-8.5pp | 69.6%-0.3pp |
| Annual return | -1.62% | 9.65%-11.3pp | 10.63%-12.3pp | 7.63%-9.3pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,910 | $4,654-37.5% | $5,565-47.7% | $3,470-16.1% |
| Admin fee / account holder | $311 | $9,275-96.6% | $7,510-95.9% | $4,888-93.6% |