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 5-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 | $6,612 | $34,934-81.1% | $56,411-88.3% | $74,495-91.1% |
| Participation rate | 29.3% | 32.8%-3.5pp | 52.5%-23.2pp | 67.2%-37.9pp |
| Annual return | 153.91% | 25.94%+128.0pp | 1701.33%-1547.4pp | 1364.94%-1211.0pp |
| Employer contribution / active EE | $120 | $609-80.4% | $1,039-88.5% | $2,623-95.4% |
| Participant deferral / active EE | $486 | $1,170-58.5% | $1,952-75.1% | $4,346-88.8% |
| Admin fee / account holder | $374 | $2,364-84.2% | $2,829-86.8% | $1,942-80.7% |