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 6-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 | $16,209 | $27,915-41.9% | $58,482-72.3% | $75,163-78.4% |
| Participation rate | 12.0% | 38.8%-26.8pp | 50.9%-38.8pp | 67.2%-55.1pp |
| Annual return | 32.25% | 44.20%-11.9pp | 4239.32%-4207.1pp | 160.62%-128.4pp |
| Employer contribution / active EE | $197 | $669-70.5% | $1,053-81.3% | $2,670-92.6% |
| Participant deferral / active EE | $471 | $1,201-60.8% | $1,924-75.5% | $4,125-88.6% |
| Admin fee / account holder | $3,067 | $1,726+77.7% | $2,516+21.9% | $5,651-45.7% |