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 | $7,720 | $27,915-72.3% | $58,482-86.8% | $75,163-89.7% |
| Participation rate | 67.9% | 38.8%+29.0pp | 50.9%+17.0pp | 67.2%+0.7pp |
| Annual return | 0.00% | 44.20%-44.2pp | 4239.32%-4239.3pp | 160.62%-160.6pp |
| Employer contribution / active EE | $375 | $669-44.0% | $1,053-64.4% | $2,670-86.0% |
| Participant deferral / active EE | $910 | $1,201-24.3% | $1,924-52.7% | $4,125-77.9% |
| Admin fee / account holder | $618 | $1,726-64.2% | $2,516-75.5% | $5,651-89.1% |