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 | $10,033 | $34,934-71.3% | $56,411-82.2% | $74,495-86.5% |
| Participation rate | 0.0% | 32.8%-32.8pp | 52.5%-52.5pp | 67.2%-67.2pp |
| Annual return | 11.63% | 25.94%-14.3pp | 1701.33%-1689.7pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $187 | $609-69.2% | $1,039-82.0% | $2,623-92.9% |
| Participant deferral / active EE | $248 | $1,170-78.8% | $1,952-87.3% | $4,346-94.3% |
| Admin fee / account holder | $1,760 | $2,364-25.5% | $2,829-37.8% | $1,942-9.4% |