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 | $22,714 | $82,664-72.5% | $125,339-81.9% | $68,494-66.8% |
| Participation rate | 68.5% | 75.0%-6.5pp | 82.4%-13.9pp | 67.9%+0.6pp |
| Annual return | -17.23% | -5.97%-11.3pp | 572.05%-589.3pp | -7.84%-9.4pp |
| Employer contribution / active EE | $2,273 | $3,381-32.8% | $4,814-52.8% | $2,596-12.4% |
| Participant deferral / active EE | $6,198 | $6,110+1.4% | $7,446-16.8% | $4,027+53.9% |
| Admin fee / account holder | $3,236 | $6,275-48.4% | $10,010-67.7% | $5,403-40.1% |