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 6-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 | $28,385 | $69,010-58.9% | $159,960-82.3% | $68,494-58.6% |
| Participation rate | 46.5% | 65.4%-18.9pp | 78.0%-31.4pp | 67.9%-21.4pp |
| Annual return | -18.17% | -9.65%-8.5pp | 408.60%-426.8pp | -7.84%-10.3pp |
| Employer contribution / active EE | $0 | $2,213-100.0% | $4,226-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,342 | $4,212+3.1% | $6,182-29.8% | $4,027+7.8% |
| Admin fee / account holder | $1,155 | $4,798-75.9% | $8,698-86.7% | $5,403-78.6% |