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 | $1,711 | $70,606-97.6% | $53,898-96.8% | $142,382-98.8% |
| Participation rate | 57.1% | 63.7%-6.6pp | 55.0%+2.2pp | 80.1%-23.0pp |
| Annual return | 18.64% | 619.81%-601.2pp | 528.60%-510.0pp | 217.08%-198.4pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $269 | $2,364-88.6% | $1,826-85.3% | $6,507-95.9% |
| Admin fee / account holder | $306 | $2,852-89.3% | $2,491-87.7% | $12,624-97.6% |