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 4-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 | $36,435 | $49,177-25.9% | $79,464-54.1% | $64,186-43.2% |
| Participation rate | 47.9% | 65.0%-17.1pp | 73.3%-25.4pp | 69.6%-21.6pp |
| Annual return | -6.28% | -1.16%-5.1pp | 718.14%-724.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $265 | $2,076-87.2% | $2,800-90.5% | $2,381-88.9% |
| Participant deferral / active EE | $1,628 | $2,821-42.3% | $3,704-56.0% | $3,470-53.1% |
| Admin fee / account holder | $802 | $3,839-79.1% | $5,113-84.3% | $4,888-83.6% |