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 | $30,658 | $59,805-48.7% | $79,550-61.5% | $68,494-55.2% |
| Participation rate | 52.5% | 61.1%-8.6pp | 69.5%-17.0pp | 67.9%-15.4pp |
| Annual return | -13.63% | -12.30%-1.3pp | 0.16%-13.8pp | -7.84%-5.8pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,805 | $3,024-40.3% | $3,985-54.7% | $4,027-55.2% |
| Admin fee / account holder | $7,550 | $4,835+56.2% | $6,832+10.5% | $5,403+39.7% |