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 | $10,099 | $29,548-65.8% | $56,411-82.1% | $77,643-87.0% |
| Participation rate | 9.3% | 32.7%-23.4pp | 52.5%-43.2pp | 70.6%-61.3pp |
| Annual return | 16.04% | 19.01%-3.0pp | 1701.33%-1685.3pp | 31.24%-15.2pp |
| Employer contribution / active EE | $189 | $568-66.6% | $1,039-81.8% | $2,726-93.1% |
| Participant deferral / active EE | $365 | $1,061-65.6% | $1,952-81.3% | $4,647-92.2% |
| Admin fee / account holder | $2,270 | $1,046+117.0% | $2,829-19.7% | $430+427.5% |