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 5-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 | $1,405 | $81,625-98.3% | $58,482-97.6% | $139,434-99.0% |
| Participation rate | 60.0% | 61.3%-1.3pp | 50.9%+9.1pp | 80.3%-20.3pp |
| Annual return | 15.32% | 7404.20%-7388.9pp | 4239.32%-4224.0pp | 372.94%-357.6pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $506 | $2,557-80.2% | $1,924-73.7% | $6,710-92.5% |
| Admin fee / account holder | $715 | $3,265-78.1% | $2,516-71.6% | $11,403-93.7% |