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 6-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 | $18,680 | $82,664-77.4% | $125,339-85.1% | $68,494-72.7% |
| Participation rate | 62.5% | 75.0%-12.5pp | 82.4%-19.9pp | 67.9%-5.4pp |
| Annual return | -6.99% | -5.97%-1.0pp | 572.05%-579.0pp | -7.84%+0.9pp |
| Employer contribution / active EE | $3,125 | $3,381-7.6% | $4,814-35.1% | $2,596+20.4% |
| Participant deferral / active EE | $6,663 | $6,110+9.0% | $7,446-10.5% | $4,027+65.4% |
| Admin fee / account holder | $4,953 | $6,275-21.1% | $10,010-50.5% | $5,403-8.3% |