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 | $14,497 | $54,350-73.3% | $82,719-82.5% | $68,494-78.8% |
| Participation rate | 64.5% | 63.9%+0.6pp | 72.6%-8.0pp | 67.9%-3.4pp |
| Annual return | -15.90% | -13.67%-2.2pp | 701.18%-717.1pp | -7.84%-8.1pp |
| Employer contribution / active EE | $656 | $2,218-70.4% | $3,009-78.2% | $2,596-74.7% |
| Participant deferral / active EE | $1,084 | $3,246-66.6% | $4,395-75.3% | $4,027-73.1% |
| Admin fee / account holder | $781 | $4,395-82.2% | $5,329-85.3% | $5,403-85.5% |