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 | $7,252 | $27,915-74.0% | $58,482-87.6% | $75,163-90.4% |
| Participation rate | 7.3% | 38.8%-31.6pp | 50.9%-43.6pp | 67.2%-59.9pp |
| Annual return | 0.00% | 44.20%-44.2pp | 4239.32%-4239.3pp | 160.62%-160.6pp |
| Employer contribution / active EE | $200 | $669-70.1% | $1,053-81.0% | $2,670-92.5% |
| Participant deferral / active EE | $563 | $1,201-53.1% | $1,924-70.7% | $4,125-86.3% |
| Admin fee / account holder | $467 | $1,726-72.9% | $2,516-81.4% | $5,651-91.7% |