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 | $19,297 | $73,867-73.9% | $143,757-86.6% | $68,494-71.8% |
| Participation rate | 39.3% | 66.7%-27.4pp | 80.3%-41.0pp | 67.9%-28.6pp |
| Annual return | -15.80% | 1.01%-16.8pp | -0.04%-15.8pp | -7.84%-8.0pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,019 | $3,384-69.9% | $5,637-81.9% | $4,027-74.7% |
| Admin fee / account holder | $1,953 | $5,755-66.1% | $14,673-86.7% | $5,403-63.9% |