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 3-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 | $9,336 | $29,548-68.4% | $56,411-83.4% | $77,643-88.0% |
| Participation rate | 6.4% | 32.7%-26.2pp | 52.5%-46.0pp | 70.6%-64.1pp |
| Annual return | 27.05% | 19.01%+8.0pp | 1701.33%-1674.3pp | 31.24%-4.2pp |
| Employer contribution / active EE | $247 | $568-56.4% | $1,039-76.2% | $2,726-90.9% |
| Participant deferral / active EE | $317 | $1,061-70.1% | $1,952-83.7% | $4,647-93.2% |
| Admin fee / account holder | $980 | $1,046-6.3% | $2,829-65.4% | $430+127.6% |