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 | $8,715 | $29,660-70.6% | $56,411-84.6% | $80,856-89.2% |
| Participation rate | 0.0% | 41.6%-41.6pp | 52.5%-52.5pp | 67.6%-67.6pp |
| Annual return | 20.78% | 35.23%-14.4pp | 1701.33%-1680.5pp | 35.59%-14.8pp |
| Employer contribution / active EE | $134 | $669-79.9% | $1,039-87.1% | $2,755-95.1% |
| Participant deferral / active EE | $521 | $1,226-57.5% | $1,952-73.3% | $4,296-87.9% |
| Admin fee / account holder | $840 | $2,428-65.4% | $2,829-70.3% | $6,918-87.9% |