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 4-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 | $28,665 | $56,357-49.1% | $104,294-72.5% | $68,494-58.1% |
| Participation rate | 44.4% | 63.3%-18.8pp | 73.3%-28.8pp | 67.9%-23.4pp |
| Annual return | 0.00% | -9.19%+9.2pp | 24.61%-24.6pp | -7.84%+7.8pp |
| Employer contribution / active EE | $711 | $1,960-63.7% | $3,372-78.9% | $2,596-72.6% |
| Participant deferral / active EE | $1,852 | $3,077-39.8% | $4,625-60.0% | $4,027-54.0% |
| Admin fee / account holder | $373 | $4,903-92.4% | $7,339-94.9% | $5,403-93.1% |