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 | $29,090 | $54,350-46.5% | $82,719-64.8% | $68,494-57.5% |
| Participation rate | 46.8% | 63.9%-17.1pp | 72.6%-25.8pp | 67.9%-21.1pp |
| Annual return | -15.19% | -13.67%-1.5pp | 701.18%-716.4pp | -7.84%-7.3pp |
| Employer contribution / active EE | $518 | $2,218-76.6% | $3,009-82.8% | $2,596-80.0% |
| Participant deferral / active EE | $1,160 | $3,246-64.3% | $4,395-73.6% | $4,027-71.2% |
| Admin fee / account holder | $2,715 | $4,395-38.2% | $5,329-49.1% | $5,403-49.8% |