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 | $11,095 | $42,383-73.8% | $76,523-85.5% | $64,186-82.7% |
| Participation rate | 41.7% | 58.1%-16.5pp | 68.0%-26.3pp | 69.6%-27.9pp |
| Annual return | -8.18% | -16.54%+8.4pp | -0.27%-7.9pp | 7.63%-15.8pp |
| Employer contribution / active EE | $1,096 | $1,563-29.9% | $2,647-58.6% | $2,381-54.0% |
| Participant deferral / active EE | $1,883 | $2,566-26.6% | $3,835-50.9% | $3,470-45.7% |
| Admin fee / account holder | $903 | $3,198-71.8% | $4,848-81.4% | $4,888-81.5% |