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 | $7,742 | $84,402-90.8% | $61,373-87.4% | $134,475-94.2% |
| Participation rate | 56.3% | 62.2%-6.0pp | 52.6%+3.7pp | 81.2%-25.0pp |
| Annual return | -17.88% | 584.55%-602.4pp | 338.61%-356.5pp | 417.96%-435.8pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $1,159-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,208 | $2,819-57.1% | $2,125-43.2% | $6,400-81.1% |
| Admin fee / account holder | $657 | $2,585-74.6% | $2,130-69.1% | $11,426-94.2% |