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 | $49,926 | $62,586-20.2% | $76,768-35.0% | $64,186-22.2% |
| Participation rate | 59.3% | 72.8%-13.6pp | 77.0%-17.7pp | 69.6%-10.3pp |
| Annual return | 0.00% | -1.95%+1.9pp | 2.43%-2.4pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,692 | $1,832-7.6% | $2,485-31.9% | $2,381-28.9% |
| Participant deferral / active EE | $2,890 | $3,145-8.1% | $3,852-25.0% | $3,470-16.7% |
| Admin fee / account holder | $308 | $4,667-93.4% | $6,675-95.4% | $4,888-93.7% |