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 5-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 | $18,093 | $29,548-38.8% | $56,411-67.9% | $77,643-76.7% |
| Participation rate | 6.4% | 32.7%-26.3pp | 52.5%-46.0pp | 70.6%-64.2pp |
| Annual return | 18.07% | 19.01%-0.9pp | 1701.33%-1683.3pp | 31.24%-13.2pp |
| Employer contribution / active EE | $186 | $568-67.2% | $1,039-82.1% | $2,726-93.2% |
| Participant deferral / active EE | $337 | $1,061-68.2% | $1,952-82.7% | $4,647-92.7% |
| Admin fee / account holder | $1,130 | $1,046+8.0% | $2,829-60.1% | $430+162.5% |