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 | $7,797 | $27,641-71.8% | $61,373-87.3% | $68,494-88.6% |
| Participation rate | 62.7% | 39.5%+23.2pp | 52.6%+10.1pp | 67.9%-5.2pp |
| Annual return | -15.71% | -13.24%-2.5pp | 338.61%-354.3pp | -7.84%-7.9pp |
| Employer contribution / active EE | $608 | $695-12.6% | $1,159-47.6% | $2,596-76.6% |
| Participant deferral / active EE | $1,281 | $1,263+1.4% | $2,125-39.7% | $4,027-68.2% |
| Admin fee / account holder | $588 | $2,010-70.8% | $2,130-72.4% | $5,403-89.1% |