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 | $16,407 | $42,894-61.8% | $60,874-73.0% | $68,494-76.0% |
| Participation rate | 25.4% | 66.8%-41.4pp | 73.1%-47.7pp | 67.9%-42.5pp |
| Annual return | -15.65% | -13.98%-1.7pp | 16.90%-32.5pp | -7.84%-7.8pp |
| Employer contribution / active EE | $705 | $1,978-64.4% | $2,701-73.9% | $2,596-72.9% |
| Participant deferral / active EE | $1,887 | $2,867-34.2% | $3,817-50.6% | $4,027-53.1% |
| Admin fee / account holder | $570 | $3,101-81.6% | $3,224-82.3% | $5,403-89.5% |