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 | $6,597 | $29,660-77.8% | $56,411-88.3% | $80,856-91.8% |
| Participation rate | 25.6% | 41.6%-16.0pp | 52.5%-26.8pp | 67.6%-42.0pp |
| Annual return | 12.10% | 35.23%-23.1pp | 1701.33%-1689.2pp | 35.59%-23.5pp |
| Employer contribution / active EE | $326 | $669-51.2% | $1,039-68.6% | $2,755-88.2% |
| Participant deferral / active EE | $564 | $1,226-54.0% | $1,952-71.1% | $4,296-86.9% |
| Admin fee / account holder | $4,015 | $2,428+65.4% | $2,829+41.9% | $6,918-42.0% |