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 | $9,273 | $76,738-87.9% | $56,411-83.6% | $145,922-93.6% |
| Participation rate | 4.5% | 63.2%-58.7pp | 52.5%-47.9pp | 80.3%-75.7pp |
| Annual return | 8.66% | 2994.23%-2985.6pp | 1701.33%-1692.7pp | 561.29%-552.6pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $0 | $2,623-100.0% | $1,952-100.0% | $6,688-100.0% |
| Admin fee / account holder | $484 | $3,334-85.5% | $2,829-82.9% | $13,397-96.4% |