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 | $14,358 | $34,934-58.9% | $56,411-74.5% | $74,495-80.7% |
| Participation rate | 9.3% | 32.8%-23.5pp | 52.5%-43.1pp | 67.2%-57.9pp |
| Annual return | 16.69% | 25.94%-9.2pp | 1701.33%-1684.6pp | 1364.94%-1348.3pp |
| Employer contribution / active EE | $230 | $609-62.3% | $1,039-77.9% | $2,623-91.2% |
| Participant deferral / active EE | $355 | $1,170-69.7% | $1,952-81.8% | $4,346-91.8% |
| Admin fee / account holder | $1,437 | $2,364-39.2% | $2,829-49.2% | $1,942-26.0% |