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 | $8,030 | $29,660-72.9% | $56,411-85.8% | $80,856-90.1% |
| Participation rate | 11.3% | 41.6%-30.3pp | 52.5%-41.1pp | 67.6%-56.3pp |
| Annual return | 14.63% | 35.23%-20.6pp | 1701.33%-1686.7pp | 35.59%-21.0pp |
| Employer contribution / active EE | $138 | $669-79.4% | $1,039-86.7% | $2,755-95.0% |
| Participant deferral / active EE | $362 | $1,226-70.5% | $1,952-81.5% | $4,296-91.6% |
| Admin fee / account holder | $671 | $2,428-72.4% | $2,829-76.3% | $6,918-90.3% |