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 | $12,872 | $27,641-53.4% | $61,373-79.0% | $68,494-81.2% |
| Participation rate | 12.2% | 39.5%-27.3pp | 52.6%-40.4pp | 67.9%-55.7pp |
| Annual return | -18.15% | -13.24%-4.9pp | 338.61%-356.8pp | -7.84%-10.3pp |
| Employer contribution / active EE | $376 | $695-46.0% | $1,159-67.6% | $2,596-85.5% |
| Participant deferral / active EE | $648 | $1,263-48.7% | $2,125-69.5% | $4,027-83.9% |
| Admin fee / account holder | $826 | $2,010-58.9% | $2,130-61.2% | $5,403-84.7% |