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 6-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 | $19,935 | $64,707-69.2% | $112,228-82.2% | $68,494-70.9% |
| Participation rate | 31.4% | 67.2%-35.7pp | 75.1%-43.6pp | 67.9%-36.5pp |
| Annual return | -18.89% | -11.40%-7.5pp | 27.45%-46.3pp | -7.84%-11.0pp |
| Employer contribution / active EE | $913 | $2,746-66.7% | $3,635-74.9% | $2,596-64.8% |
| Participant deferral / active EE | $1,771 | $3,565-50.3% | $4,728-62.5% | $4,027-56.0% |
| Admin fee / account holder | $861 | $5,232-83.5% | $6,410-86.6% | $5,403-84.1% |