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 8-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 | $15,509 | $54,350-71.5% | $82,719-81.3% | $68,494-77.4% |
| Participation rate | 46.6% | 63.9%-17.4pp | 72.6%-26.0pp | 67.9%-21.3pp |
| Annual return | -18.23% | -13.67%-4.6pp | 701.18%-719.4pp | -7.84%-10.4pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,049 | $3,246-6.1% | $4,395-30.6% | $4,027-24.3% |
| Admin fee / account holder | $1,768 | $4,395-59.8% | $5,329-66.8% | $5,403-67.3% |