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 7-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 | $14,997 | $54,229-72.3% | $70,092-78.6% | $68,494-78.1% |
| Participation rate | 33.7% | 64.5%-30.8pp | 70.5%-36.8pp | 67.9%-34.2pp |
| Annual return | -19.25% | -13.87%-5.4pp | 190.73%-210.0pp | -7.84%-11.4pp |
| Employer contribution / active EE | $659 | $2,018-67.3% | $2,559-74.2% | $2,596-74.6% |
| Participant deferral / active EE | $1,224 | $2,956-58.6% | $3,849-68.2% | $4,027-69.6% |
| Admin fee / account holder | $1,190 | $4,694-74.6% | $6,267-81.0% | $5,403-78.0% |