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 | $17,600 | $27,641-36.3% | $61,373-71.3% | $68,494-74.3% |
| Participation rate | 41.0% | 39.5%+1.5pp | 52.6%-11.5pp | 67.9%-26.9pp |
| Annual return | -13.16% | -13.24%+0.1pp | 338.61%-351.8pp | -7.84%-5.3pp |
| Employer contribution / active EE | $804 | $695+15.6% | $1,159-30.7% | $2,596-69.0% |
| Participant deferral / active EE | $2,049 | $1,263+62.2% | $2,125-3.6% | $4,027-49.1% |
| Admin fee / account holder | $379 | $2,010-81.2% | $2,130-82.2% | $5,403-93.0% |