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 | $6,184 | $27,915-77.8% | $58,482-89.4% | $75,163-91.8% |
| Participation rate | 18.5% | 38.8%-20.3pp | 50.9%-32.3pp | 67.2%-48.7pp |
| Annual return | 41.81% | 44.20%-2.4pp | 4239.32%-4197.5pp | 160.62%-118.8pp |
| Employer contribution / active EE | $167 | $669-75.1% | $1,053-84.2% | $2,670-93.7% |
| Participant deferral / active EE | $716 | $1,201-40.4% | $1,924-62.8% | $4,125-82.6% |
| Admin fee / account holder | $364 | $1,726-78.9% | $2,516-85.6% | $5,651-93.6% |