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 4-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 | $13,897 | $29,548-53.0% | $56,411-75.4% | $77,643-82.1% |
| Participation rate | 22.3% | 32.7%-10.4pp | 52.5%-30.2pp | 70.6%-48.3pp |
| Annual return | 13.38% | 19.01%-5.6pp | 1701.33%-1688.0pp | 31.24%-17.9pp |
| Employer contribution / active EE | $362 | $568-36.2% | $1,039-65.2% | $2,726-86.7% |
| Participant deferral / active EE | $548 | $1,061-48.3% | $1,952-71.9% | $4,647-88.2% |
| Admin fee / account holder | $1,360 | $1,046+30.0% | $2,829-51.9% | $430+215.9% |