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 | $9,862 | $54,705-82.0% | $71,209-86.2% | $84,808-88.4% |
| Participation rate | 27.9% | 64.1%-36.2pp | 73.8%-45.8pp | 68.3%-40.4pp |
| Annual return | 412.22% | 35.90%+376.3pp | 282.51%+129.7pp | 40.90%+371.3pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $716 | $3,030-76.4% | $4,175-82.9% | $4,212-83.0% |
| Admin fee / account holder | $712 | $4,863-85.4% | $5,349-86.7% | $7,344-90.3% |