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 9-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 | $14,385 | $73,867-80.5% | $143,757-90.0% | $68,494-79.0% |
| Participation rate | 49.2% | 66.7%-17.4pp | 80.3%-31.1pp | 67.9%-18.7pp |
| Annual return | -16.64% | 1.01%-17.7pp | -0.04%-16.6pp | -7.84%-8.8pp |
| Employer contribution / active EE | $748 | $3,184-76.5% | $4,951-84.9% | $2,596-71.2% |
| Participant deferral / active EE | $1,580 | $3,384-53.3% | $5,637-72.0% | $4,027-60.8% |
| Admin fee / account holder | $969 | $5,755-83.2% | $14,673-93.4% | $5,403-82.1% |