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 3-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 | $8,421 | $70,606-88.1% | $53,898-84.4% | $142,382-94.1% |
| Participation rate | 17.6% | 63.7%-46.1pp | 55.0%-37.3pp | 80.1%-62.5pp |
| Annual return | 10.18% | 619.81%-609.6pp | 528.60%-518.4pp | 217.08%-206.9pp |
| Employer contribution / active EE | $237 | $1,202-80.2% | $932-74.5% | $4,299-94.5% |
| Participant deferral / active EE | $237 | $2,364-90.0% | $1,826-87.0% | $6,507-96.4% |
| Admin fee / account holder | $1,433 | $2,852-49.7% | $2,491-42.5% | $12,624-88.6% |