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 | $16,800 | $34,934-51.9% | $56,411-70.2% | $74,495-77.4% |
| Participation rate | 10.0% | 32.8%-22.8pp | 52.5%-42.4pp | 67.2%-57.2pp |
| Annual return | 14.44% | 25.94%-11.5pp | 1701.33%-1686.9pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $196 | $609-67.9% | $1,039-81.2% | $2,623-92.5% |
| Participant deferral / active EE | $429 | $1,170-63.4% | $1,952-78.0% | $4,346-90.1% |
| Admin fee / account holder | $681 | $2,364-71.2% | $2,829-75.9% | $1,942-65.0% |