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 | $6,778 | $84,402-92.0% | $61,373-89.0% | $134,475-95.0% |
| Participation rate | 38.5% | 62.2%-23.7pp | 52.6%-14.1pp | 81.2%-42.8pp |
| Annual return | 0.00% | 584.55%-584.5pp | 338.61%-338.6pp | 417.96%-418.0pp |
| Employer contribution / active EE | $607 | $1,544-60.7% | $1,159-47.6% | $4,740-87.2% |
| Participant deferral / active EE | $2,232 | $2,819-20.8% | $2,125+5.0% | $6,400-65.1% |
| Admin fee / account holder | $990 | $2,585-61.7% | $2,130-53.5% | $11,426-91.3% |