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 | $12,653 | $54,350-76.7% | $82,719-84.7% | $68,494-81.5% |
| Participation rate | 42.1% | 63.9%-21.8pp | 72.6%-30.4pp | 67.9%-25.8pp |
| Annual return | -16.98% | -13.67%-3.3pp | 701.18%-718.2pp | -7.84%-9.1pp |
| Employer contribution / active EE | $494 | $2,218-77.7% | $3,009-83.6% | $2,596-81.0% |
| Participant deferral / active EE | $3,008 | $3,246-7.3% | $4,395-31.6% | $4,027-25.3% |
| Admin fee / account holder | $8,162 | $4,395+85.7% | $5,329+53.2% | $5,403+51.1% |