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 5-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 | $16,212 | $27,641-41.3% | $61,373-73.6% | $68,494-76.3% |
| Participation rate | 19.6% | 39.5%-19.9pp | 52.6%-33.0pp | 67.9%-48.3pp |
| Annual return | -19.65% | -13.24%-6.4pp | 338.61%-358.3pp | -7.84%-11.8pp |
| Employer contribution / active EE | $297 | $695-57.3% | $1,159-74.4% | $2,596-88.6% |
| Participant deferral / active EE | $920 | $1,263-27.1% | $2,125-56.7% | $4,027-77.1% |
| Admin fee / account holder | $401 | $2,010-80.0% | $2,130-81.2% | $5,403-92.6% |