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 | $6,338 | $27,839-77.2% | $58,482-89.2% | $71,457-91.1% |
| Participation rate | 0.0% | 34.5%-34.5pp | 50.9%-50.9pp | 67.9%-67.9pp |
| Annual return | 19.92% | 26.81%-6.9pp | 4239.32%-4219.4pp | 28.85%-8.9pp |
| Employer contribution / active EE | $174 | $631-72.3% | $1,053-83.4% | $2,588-93.3% |
| Participant deferral / active EE | $249 | $1,206-79.4% | $1,924-87.1% | $4,289-94.2% |
| Admin fee / account holder | $661 | $1,641-59.7% | $2,516-73.7% | $1,587-58.4% |