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 | $13,496 | $73,867-81.7% | $143,757-90.6% | $68,494-80.3% |
| Participation rate | 40.4% | 66.7%-26.2pp | 80.3%-39.9pp | 67.9%-27.4pp |
| Annual return | 0.00% | 1.01%-1.0pp | -0.04%0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $430 | $3,184-86.5% | $4,951-91.3% | $2,596-83.4% |
| Participant deferral / active EE | $1,194 | $3,384-64.7% | $5,637-78.8% | $4,027-70.4% |
| Admin fee / account holder | $5,241 | $5,755-8.9% | $14,673-64.3% | $5,403-3.0% |