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 | $12,991 | $27,641-53.0% | $61,373-78.8% | $68,494-81.0% |
| Participation rate | 61.1% | 39.5%+21.6pp | 52.6%+8.5pp | 67.9%-6.8pp |
| Annual return | -19.66% | -13.24%-6.4pp | 338.61%-358.3pp | -7.84%-11.8pp |
| Employer contribution / active EE | $1,089 | $695+56.6% | $1,159-6.0% | $2,596-58.0% |
| Participant deferral / active EE | $2,188 | $1,263+73.2% | $2,125+3.0% | $4,027-45.7% |
| Admin fee / account holder | $591 | $2,010-70.6% | $2,130-72.3% | $5,403-89.1% |