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 | $21,099 | $54,350-61.2% | $82,719-74.5% | $68,494-69.2% |
| Participation rate | 56.0% | 63.9%-8.0pp | 72.6%-16.6pp | 67.9%-11.9pp |
| Annual return | -16.57% | -13.67%-2.9pp | 701.18%-717.7pp | -7.84%-8.7pp |
| Employer contribution / active EE | $615 | $2,218-72.3% | $3,009-79.5% | $2,596-76.3% |
| Participant deferral / active EE | $1,486 | $3,246-54.2% | $4,395-66.2% | $4,027-63.1% |
| Admin fee / account holder | $424 | $4,395-90.4% | $5,329-92.1% | $5,403-92.2% |