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 | $23,638 | $45,863-48.5% | $77,024-69.3% | $68,494-65.5% |
| Participation rate | 45.5% | 55.9%-10.5pp | 67.9%-22.5pp | 67.9%-22.4pp |
| Annual return | -11.54% | 1.72%-13.3pp | 42.32%-53.9pp | -7.84%-3.7pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,489 | $2,962-49.7% | $4,426-66.4% | $4,027-63.0% |
| Admin fee / account holder | $2,004 | $3,041-34.1% | $5,425-63.1% | $5,403-62.9% |