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 7-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 | $9,892 | $27,915-64.6% | $58,482-83.1% | $75,163-86.8% |
| Participation rate | 17.5% | 38.8%-21.3pp | 50.9%-33.4pp | 67.2%-49.7pp |
| Annual return | 24.73% | 44.20%-19.5pp | 4239.32%-4214.6pp | 160.62%-135.9pp |
| Employer contribution / active EE | $259 | $669-61.3% | $1,053-75.4% | $2,670-90.3% |
| Participant deferral / active EE | $369 | $1,201-69.3% | $1,924-80.8% | $4,125-91.1% |
| Admin fee / account holder | $318 | $1,726-81.6% | $2,516-87.4% | $5,651-94.4% |