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 | $19,994 | $27,641-27.7% | $61,373-67.4% | $68,494-70.8% |
| Participation rate | 25.9% | 39.5%-13.6pp | 52.6%-26.6pp | 67.9%-42.0pp |
| Annual return | -18.85% | -13.24%-5.6pp | 338.61%-357.5pp | -7.84%-11.0pp |
| Employer contribution / active EE | $3,202 | $695+360.4% | $1,159+176.2% | $2,596+23.3% |
| Participant deferral / active EE | $2,747 | $1,263+117.5% | $2,125+29.3% | $4,027-31.8% |
| Admin fee / account holder | $1,590 | $2,010-20.9% | $2,130-25.3% | $5,403-70.6% |