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 | $9,424 | $29,660-68.2% | $56,411-83.3% | $80,856-88.3% |
| Participation rate | 11.1% | 41.6%-30.5pp | 52.5%-41.4pp | 67.6%-56.5pp |
| Annual return | 10.64% | 35.23%-24.6pp | 1701.33%-1690.7pp | 35.59%-25.0pp |
| Employer contribution / active EE | $187 | $669-72.1% | $1,039-82.0% | $2,755-93.2% |
| Participant deferral / active EE | $332 | $1,226-72.9% | $1,952-83.0% | $4,296-92.3% |
| Admin fee / account holder | $1,455 | $2,428-40.0% | $2,829-48.6% | $6,918-79.0% |