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 | $15,101 | $53,162-71.6% | $91,220-83.4% | $68,494-78.0% |
| Participation rate | 0.0% | 63.2%-63.2pp | 73.2%-73.2pp | 67.9%-67.9pp |
| Annual return | -15.44% | -3.14%-12.3pp | 114.01%-129.4pp | -7.84%-7.6pp |
| Employer contribution / active EE | $1,097 | $1,709-35.8% | $2,850-61.5% | $2,596-57.7% |
| Participant deferral / active EE | $2,975 | $2,9740% | $4,234-29.7% | $4,027-26.1% |
| Admin fee / account holder | $8,355 | $4,493+85.9% | $5,420+54.2% | $5,403+54.6% |