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 7-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 | $11,306 | $48,265-76.6% | $68,791-83.6% | $68,494-83.5% |
| Participation rate | 28.6% | 60.7%-32.1pp | 69.0%-40.5pp | 67.9%-39.3pp |
| Annual return | -15.83% | -12.71%-3.1pp | -6.38%-9.5pp | -7.84%-8.0pp |
| Employer contribution / active EE | $843 | $1,829-53.9% | $2,655-68.3% | $2,596-67.5% |
| Participant deferral / active EE | $1,679 | $2,867-41.4% | $3,941-57.4% | $4,027-58.3% |
| Admin fee / account holder | $4,403 | $4,355+1.1% | $4,932-10.7% | $5,403-18.5% |