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 3-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 | $29,319 | $118,450-75.2% | $98,439-70.2% | $139,434-79.0% |
| Participation rate | 60.0% | 77.4%-17.4pp | 75.2%-15.2pp | 80.3%-20.3pp |
| Annual return | 0.00% | 18.94%-18.9pp | 21.16%-21.2pp | 372.94%-372.9pp |
| Employer contribution / active EE | $3,895 | $3,609+7.9% | $3,048+27.8% | $4,751-18.0% |
| Participant deferral / active EE | $10,884 | $5,392+101.9% | $4,738+129.7% | $6,710+62.2% |
| Admin fee / account holder | $6,451 | $14,026-54.0% | $8,948-27.9% | $11,403-43.4% |