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 | $7,141 | $27,641-74.2% | $61,373-88.4% | $68,494-89.6% |
| Participation rate | 25.0% | 39.5%-14.5pp | 52.6%-27.6pp | 67.9%-42.9pp |
| Annual return | -19.83% | -13.24%-6.6pp | 338.61%-358.4pp | -7.84%-12.0pp |
| Employer contribution / active EE | $709 | $695+1.9% | $1,159-38.9% | $2,596-72.7% |
| Participant deferral / active EE | $873 | $1,263-30.9% | $2,125-58.9% | $4,027-78.3% |
| Admin fee / account holder | $316 | $2,010-84.3% | $2,130-85.2% | $5,403-94.1% |