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 7-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 | $16,577 | $27,641-40.0% | $61,373-73.0% | $68,494-75.8% |
| Participation rate | 9.8% | 39.5%-29.7pp | 52.6%-42.8pp | 67.9%-58.1pp |
| Annual return | -20.10% | -13.24%-6.9pp | 338.61%-358.7pp | -7.84%-12.3pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $547 | $1,263-56.7% | $2,125-74.3% | $4,027-86.4% |
| Admin fee / account holder | $434 | $2,010-78.4% | $2,130-79.6% | $5,403-92.0% |