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 10-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 | $9,008 | $27,641-67.4% | $61,373-85.3% | $68,494-86.8% |
| Participation rate | 62.1% | 39.5%+22.6pp | 52.6%+9.5pp | 67.9%-5.8pp |
| Annual return | -19.44% | -13.24%-6.2pp | 338.61%-358.0pp | -7.84%-11.6pp |
| Employer contribution / active EE | $630 | $695-9.4% | $1,159-45.7% | $2,596-75.7% |
| Participant deferral / active EE | $1,003 | $1,263-20.6% | $2,125-52.8% | $4,027-75.1% |
| Admin fee / account holder | $623 | $2,010-69.0% | $2,130-70.7% | $5,403-88.5% |