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 | $19,214 | $27,641-30.5% | $61,373-68.7% | $68,494-71.9% |
| Participation rate | 31.3% | 39.5%-8.2pp | 52.6%-21.3pp | 67.9%-36.6pp |
| Annual return | -19.41% | -13.24%-6.2pp | 338.61%-358.0pp | -7.84%-11.6pp |
| Employer contribution / active EE | $303 | $695-56.5% | $1,159-73.9% | $2,596-88.3% |
| Participant deferral / active EE | $1,072 | $1,263-15.2% | $2,125-49.6% | $4,027-73.4% |
| Admin fee / account holder | $507 | $2,010-74.8% | $2,130-76.2% | $5,403-90.6% |