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 5-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 | $46,093 | $100,754-54.3% | $86,677-46.8% | $134,475-65.7% |
| Participation rate | 56.3% | 78.9%-22.7pp | 76.6%-20.3pp | 81.2%-25.0pp |
| Annual return | 0.00% | 29.04%-29.0pp | 35.91%-35.9pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,572 | $3,489-55.0% | $2,836-44.6% | $4,740-66.8% |
| Participant deferral / active EE | $2,001 | $5,338-62.5% | $4,656-57.0% | $6,400-68.7% |
| Admin fee / account holder | $38,596 | $10,926+253.2% | $7,493+415.1% | $11,426+237.8% |