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 | $21,134 | $64,707-67.3% | $112,228-81.2% | $68,494-69.1% |
| Participation rate | 37.8% | 67.2%-29.4pp | 75.1%-37.3pp | 67.9%-30.1pp |
| Annual return | -18.74% | -11.40%-7.3pp | 27.45%-46.2pp | -7.84%-10.9pp |
| Employer contribution / active EE | $823 | $2,746-70.0% | $3,635-77.4% | $2,596-68.3% |
| Participant deferral / active EE | $1,960 | $3,565-45.0% | $4,728-58.6% | $4,027-51.3% |
| Admin fee / account holder | $992 | $5,232-81.0% | $6,410-84.5% | $5,403-81.6% |