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 | $17,390 | $73,867-76.5% | $143,757-87.9% | $68,494-74.6% |
| Participation rate | 58.1% | 66.7%-8.5pp | 80.3%-22.2pp | 67.9%-9.7pp |
| Annual return | -13.59% | 1.01%-14.6pp | -0.04%-13.5pp | -7.84%-5.7pp |
| Employer contribution / active EE | $1,446 | $3,184-54.6% | $4,951-70.8% | $2,596-44.3% |
| Participant deferral / active EE | $2,824 | $3,384-16.6% | $5,637-49.9% | $4,027-29.9% |
| Admin fee / account holder | $5,938 | $5,755+3.2% | $14,673-59.5% | $5,403+9.9% |