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 | $7,833 | $27,641-71.7% | $61,373-87.2% | $68,494-88.6% |
| Participation rate | 50.0% | 39.5%+10.5pp | 52.6%-2.6pp | 67.9%-17.9pp |
| Annual return | -19.81% | -13.24%-6.6pp | 338.61%-358.4pp | -7.84%-12.0pp |
| Employer contribution / active EE | $273 | $695-60.7% | $1,159-76.4% | $2,596-89.5% |
| Participant deferral / active EE | $1,043 | $1,263-17.4% | $2,125-50.9% | $4,027-74.1% |
| Admin fee / account holder | $1,438 | $2,010-28.5% | $2,130-32.5% | $5,403-73.4% |