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 | $39,888 | $29,660+34.5% | $56,411-29.3% | $80,856-50.7% |
| Participation rate | 5.4% | 41.6%-36.2pp | 52.5%-47.1pp | 67.6%-62.2pp |
| Annual return | 52.14% | 35.23%+16.9pp | 1701.33%-1649.2pp | 35.59%+16.5pp |
| Employer contribution / active EE | $161 | $669-75.9% | $1,039-84.5% | $2,755-94.1% |
| Participant deferral / active EE | $704 | $1,226-42.6% | $1,952-63.9% | $4,296-83.6% |
| Admin fee / account holder | $374 | $2,428-84.6% | $2,829-86.8% | $6,918-94.6% |