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 8-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 | $28,402 | $73,867-61.5% | $143,757-80.2% | $68,494-58.5% |
| Participation rate | 51.6% | 66.7%-15.0pp | 80.3%-28.7pp | 67.9%-16.3pp |
| Annual return | -15.00% | 1.01%-16.0pp | -0.04%-15.0pp | -7.84%-7.2pp |
| Employer contribution / active EE | $985 | $3,184-69.1% | $4,951-80.1% | $2,596-62.1% |
| Participant deferral / active EE | $1,536 | $3,384-54.6% | $5,637-72.8% | $4,027-61.9% |
| Admin fee / account holder | $1,232 | $5,755-78.6% | $14,673-91.6% | $5,403-77.2% |