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 7-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 | $7,279 | $37,426-80.6% | $77,482-90.6% | $79,858-90.9% |
| Participation rate | 0.0% | 41.5%-41.5pp | 54.2%-54.2pp | 69.6%-69.6pp |
| Annual return | 66.61% | 39.70%+26.9pp | 54.79%+11.8pp | 31.71%+34.9pp |
| Employer contribution / active EE | $622 | $637-2.3% | $986-36.9% | $2,471-74.8% |
| Participant deferral / active EE | $681 | $1,260-45.9% | $1,861-63.4% | $3,740-81.8% |
| Admin fee / account holder | $769 | $2,504-69.3% | $2,858-73.1% | $5,306-85.5% |