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 | $10,959 | $156,846-93.0% | $121,098-91.0% | $139,434-92.1% |
| Participation rate | 31.3% | 76.4%-45.2pp | 69.5%-38.2pp | 80.3%-49.1pp |
| Annual return | 0.00% | 1474.56%-1474.6pp | 985.75%-985.7pp | 372.94%-372.9pp |
| Employer contribution / active EE | $364 | $5,536-93.4% | $4,164-91.2% | $4,751-92.3% |
| Participant deferral / active EE | $2,765 | $4,844-42.9% | $4,080-32.2% | $6,710-58.8% |
| Admin fee / account holder | $703 | $6,946-89.9% | $5,644-87.5% | $11,403-93.8% |