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 | $6,265 | $34,934-82.1% | $56,411-88.9% | $74,495-91.6% |
| Participation rate | 6.9% | 32.8%-26.0pp | 52.5%-45.6pp | 67.2%-60.3pp |
| Annual return | 420.20% | 25.94%+394.3pp | 1701.33%-1281.1pp | 1364.94%-944.7pp |
| Employer contribution / active EE | $134 | $609-78.0% | $1,039-87.1% | $2,623-94.9% |
| Participant deferral / active EE | $278 | $1,170-76.2% | $1,952-85.7% | $4,346-93.6% |
| Admin fee / account holder | $305 | $2,364-87.1% | $2,829-89.2% | $1,942-84.3% |