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 | $15,981 | $69,010-76.8% | $159,960-90.0% | $68,494-76.7% |
| Participation rate | 57.8% | 65.4%-7.6pp | 78.0%-20.2pp | 67.9%-10.1pp |
| Annual return | -18.46% | -9.65%-8.8pp | 408.60%-427.1pp | -7.84%-10.6pp |
| Employer contribution / active EE | $1,277 | $2,213-42.3% | $4,226-69.8% | $2,596-50.8% |
| Participant deferral / active EE | $2,063 | $4,212-51.0% | $6,182-66.6% | $4,027-48.8% |
| Admin fee / account holder | $5,276 | $4,798+10.0% | $8,698-39.3% | $5,403-2.3% |