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 | $5,603 | $27,641-79.7% | $61,373-90.9% | $68,494-91.8% |
| Participation rate | 15.4% | 39.5%-24.1pp | 52.6%-37.2pp | 67.9%-52.5pp |
| Annual return | -20.20% | -13.24%-7.0pp | 338.61%-358.8pp | -7.84%-12.4pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $441 | $1,263-65.1% | $2,125-79.2% | $4,027-89.0% |
| Admin fee / account holder | $1,287 | $2,010-36.0% | $2,130-39.6% | $5,403-76.2% |