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 | $13,962 | $46,674-70.1% | $117,472-88.1% | $68,494-79.6% |
| Participation rate | 50.0% | 56.8%-6.8pp | 70.6%-20.6pp | 67.9%-17.9pp |
| Annual return | -18.05% | -14.52%-3.5pp | 29.74%-47.8pp | -7.84%-10.2pp |
| Employer contribution / active EE | $1,094 | $1,505-27.3% | $4,176-73.8% | $2,596-57.9% |
| Participant deferral / active EE | $1,790 | $2,636-32.1% | $4,070-56.0% | $4,027-55.5% |
| Admin fee / account holder | $827 | $4,020-79.4% | $5,645-85.4% | $5,403-84.7% |