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 | $6,839 | $93,024-92.6% | $77,024-91.1% | $134,475-94.9% |
| Participation rate | 0.0% | 74.5%-74.5pp | 67.9%-67.9pp | 81.2%-81.2pp |
| Annual return | -15.74% | 62.60%-78.3pp | 42.32%-58.1pp | 417.96%-433.7pp |
| Employer contribution / active EE | $3,025 | $3,418-11.5% | $2,812+7.6% | $4,740-36.2% |
| Participant deferral / active EE | $9,267 | $5,238+76.9% | $4,426+109.4% | $6,400+44.8% |
| Admin fee / account holder | $26,430 | $6,944+280.6% | $5,425+387.2% | $11,426+131.3% |