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 | $7,756 | $27,915-72.2% | $58,482-86.7% | $75,163-89.7% |
| Participation rate | 24.4% | 38.8%-14.4pp | 50.9%-26.5pp | 67.2%-42.8pp |
| Annual return | 24.80% | 44.20%-19.4pp | 4239.32%-4214.5pp | 160.62%-135.8pp |
| Employer contribution / active EE | $216 | $669-67.8% | $1,053-79.5% | $2,670-91.9% |
| Participant deferral / active EE | $387 | $1,201-67.7% | $1,924-79.9% | $4,125-90.6% |
| Admin fee / account holder | $7,222 | $1,726+318.5% | $2,516+187.0% | $5,651+27.8% |