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 | $6,521 | $67,331-90.3% | $60,874-89.3% | $134,475-95.2% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.1%-23.1pp | 81.2%-31.2pp |
| Annual return | -16.96% | 49.93%-66.9pp | 16.90%-33.9pp | 417.96%-434.9pp |
| Employer contribution / active EE | $1,331 | $3,096-57.0% | $2,701-50.7% | $4,740-71.9% |
| Participant deferral / active EE | $2,067 | $4,538-54.4% | $3,817-45.8% | $6,400-67.7% |
| Admin fee / account holder | $5,260 | $4,582+14.8% | $3,224+63.1% | $11,426-54.0% |