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 | $14,136 | $48,265-70.7% | $68,791-79.5% | $68,494-79.4% |
| Participation rate | 47.5% | 60.7%-13.1pp | 69.0%-21.5pp | 67.9%-20.3pp |
| Annual return | -17.54% | -12.71%-4.8pp | -6.38%-11.2pp | -7.84%-9.7pp |
| Employer contribution / active EE | $475 | $1,829-74.0% | $2,655-82.1% | $2,596-81.7% |
| Participant deferral / active EE | $2,686 | $2,867-6.3% | $3,941-31.8% | $4,027-33.3% |
| Admin fee / account holder | $1,432 | $4,355-67.1% | $4,932-71.0% | $5,403-73.5% |