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 9-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 | $30,392 | $42,894-29.1% | $60,874-50.1% | $68,494-55.6% |
| Participation rate | 17.1% | 66.8%-49.6pp | 73.1%-56.0pp | 67.9%-50.7pp |
| Annual return | -13.37% | -13.98%+0.6pp | 16.90%-30.3pp | -7.84%-5.5pp |
| Employer contribution / active EE | $914 | $1,978-53.8% | $2,701-66.2% | $2,596-64.8% |
| Participant deferral / active EE | $1,198 | $2,867-58.2% | $3,817-68.6% | $4,027-70.3% |
| Admin fee / account holder | $36,217 | $3,101+1068.0% | $3,224+1023.3% | $5,403+570.3% |