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 8-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 | $6,154 | $27,641-77.7% | $61,373-90.0% | $68,494-91.0% |
| Participation rate | 23.8% | 39.5%-15.7pp | 52.6%-28.8pp | 67.9%-44.1pp |
| Annual return | -16.17% | -13.24%-2.9pp | 338.61%-354.8pp | -7.84%-8.3pp |
| Employer contribution / active EE | $233 | $695-66.4% | $1,159-79.9% | $2,596-91.0% |
| Participant deferral / active EE | $430 | $1,263-66.0% | $2,125-79.8% | $4,027-89.3% |
| Admin fee / account holder | $797 | $2,010-60.4% | $2,130-62.6% | $5,403-85.3% |