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 | $15,790 | $82,286-80.8% | $68,791-77.0% | $134,475-88.3% |
| Participation rate | 52.4% | 75.1%-22.7pp | 69.0%-16.6pp | 81.2%-28.8pp |
| Annual return | -18.60% | -2.19%-16.4pp | -6.38%-12.2pp | 417.96%-436.6pp |
| Employer contribution / active EE | $672 | $3,301-79.6% | $2,655-74.7% | $4,740-85.8% |
| Participant deferral / active EE | $2,911 | $4,739-38.6% | $3,941-26.1% | $6,400-54.5% |
| Admin fee / account holder | $2,701 | $6,481-58.3% | $4,932-45.2% | $11,426-76.4% |