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 | $55,357 | $82,664-33.0% | $125,339-55.8% | $68,494-19.2% |
| Participation rate | 65.5% | 75.0%-9.5pp | 82.4%-16.9pp | 67.9%-2.4pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.05%-572.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $2,507 | $3,381-25.8% | $4,814-47.9% | $2,596-3.4% |
| Participant deferral / active EE | $6,116 | $6,110+0.1% | $7,446-17.9% | $4,027+51.9% |
| Admin fee / account holder | $334 | $6,275-94.7% | $10,010-96.7% | $5,403-93.8% |