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 | $9,143 | $27,839-67.2% | $58,482-84.4% | $71,457-87.2% |
| Participation rate | 10.0% | 34.5%-24.5pp | 50.9%-40.9pp | 67.9%-57.9pp |
| Annual return | 26.26% | 26.81%-0.5pp | 4239.32%-4213.1pp | 28.85%-2.6pp |
| Employer contribution / active EE | $240 | $631-62.0% | $1,053-77.2% | $2,588-90.7% |
| Participant deferral / active EE | $367 | $1,206-69.6% | $1,924-80.9% | $4,289-91.4% |
| Admin fee / account holder | $575 | $1,641-65.0% | $2,516-77.2% | $1,587-63.8% |