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 8-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 | $7,399 | $27,641-73.2% | $61,373-87.9% | $68,494-89.2% |
| Participation rate | 13.3% | 39.5%-26.2pp | 52.6%-39.2pp | 67.9%-54.6pp |
| Annual return | -18.23% | -13.24%-5.0pp | 338.61%-356.8pp | -7.84%-10.4pp |
| Employer contribution / active EE | $192 | $695-72.4% | $1,159-83.4% | $2,596-92.6% |
| Participant deferral / active EE | $303 | $1,263-76.0% | $2,125-85.8% | $4,027-92.5% |
| Admin fee / account holder | $1,171 | $2,010-41.7% | $2,130-45.0% | $5,403-78.3% |