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 | $27,807 | $42,894-35.2% | $60,874-54.3% | $68,494-59.4% |
| Participation rate | 40.5% | 66.8%-26.3pp | 73.1%-32.6pp | 67.9%-27.4pp |
| Annual return | -14.05% | -13.98%-0.1pp | 16.90%-30.9pp | -7.84%-6.2pp |
| Employer contribution / active EE | $433 | $1,978-78.1% | $2,701-84.0% | $2,596-83.3% |
| Participant deferral / active EE | $1,118 | $2,867-61.0% | $3,817-70.7% | $4,027-72.2% |
| Admin fee / account holder | $14,930 | $3,101+381.5% | $3,224+363.1% | $5,403+176.3% |