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 | $2,364 | $30,400-92.2% | $53,898-95.6% | $84,808-97.2% |
| Participation rate | 45.9% | 46.4%-0.5pp | 55.0%-9.0pp | 68.3%-22.4pp |
| Annual return | 19.91% | 500.19%-480.3pp | 528.60%-508.7pp | 40.90%-21.0pp |
| Employer contribution / active EE | $222 | $603-63.1% | $932-76.2% | $2,631-91.6% |
| Participant deferral / active EE | $425 | $1,199-64.6% | $1,826-76.7% | $4,212-89.9% |
| Admin fee / account holder | $400 | $1,993-79.9% | $2,491-83.9% | $7,344-94.5% |