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 7-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 | $18,188 | $59,805-69.6% | $79,550-77.1% | $68,494-73.4% |
| Participation rate | 32.3% | 61.1%-28.8pp | 69.5%-37.2pp | 67.9%-35.6pp |
| Annual return | -18.87% | -12.30%-6.6pp | 0.16%-19.0pp | -7.84%-11.0pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,325 | $3,024-23.1% | $3,985-41.7% | $4,027-42.3% |
| Admin fee / account holder | $848 | $4,835-82.5% | $6,832-87.6% | $5,403-84.3% |