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 | $32,018 | $48,265-33.7% | $68,791-53.5% | $68,494-53.3% |
| Participation rate | 30.8% | 60.7%-29.9pp | 69.0%-38.3pp | 67.9%-37.1pp |
| Annual return | -15.13% | -12.71%-2.4pp | -6.38%-8.8pp | -7.84%-7.3pp |
| Employer contribution / active EE | $1,029 | $1,829-43.7% | $2,655-61.2% | $2,596-60.3% |
| Participant deferral / active EE | $1,502 | $2,867-47.6% | $3,941-61.9% | $4,027-62.7% |
| Admin fee / account holder | $661 | $4,355-84.8% | $4,932-86.6% | $5,403-87.8% |