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 | $3,350 | $76,738-95.6% | $56,411-94.1% | $145,922-97.7% |
| Participation rate | 30.0% | 63.2%-33.2pp | 52.5%-22.5pp | 80.3%-50.3pp |
| Annual return | 0.00% | 2994.23%-2994.2pp | 1701.33%-1701.3pp | 561.29%-561.3pp |
| Employer contribution / active EE | $325 | $1,380-76.5% | $1,039-68.7% | $4,660-93.0% |
| Participant deferral / active EE | $761 | $2,623-71.0% | $1,952-61.0% | $6,688-88.6% |
| Admin fee / account holder | $419 | $3,334-87.4% | $2,829-85.2% | $13,397-96.9% |