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 5-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 | $38,611 | $54,229-28.8% | $70,092-44.9% | $68,494-43.6% |
| Participation rate | 49.4% | 64.5%-15.1pp | 70.5%-21.1pp | 67.9%-18.5pp |
| Annual return | -16.92% | -13.87%-3.1pp | 190.73%-207.7pp | -7.84%-9.1pp |
| Employer contribution / active EE | $1,237 | $2,018-38.7% | $2,559-51.7% | $2,596-52.4% |
| Participant deferral / active EE | $2,130 | $2,956-27.9% | $3,849-44.7% | $4,027-47.1% |
| Admin fee / account holder | $1,691 | $4,694-64.0% | $6,267-73.0% | $5,403-68.7% |