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 6-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 | $9,516 | $108,172-91.2% | $77,482-87.7% | $158,922-94.0% |
| Participation rate | 20.0% | 64.4%-44.4pp | 54.2%-34.2pp | 82.0%-62.0pp |
| Annual return | 0.00% | 31.67%-31.7pp | 54.79%-54.8pp | 302.83%-302.8pp |
| Employer contribution / active EE | $370 | $1,325-72.1% | $986-62.5% | $4,761-92.2% |
| Participant deferral / active EE | $1,801 | $2,456-26.7% | $1,861-3.3% | $5,982-69.9% |
| Admin fee / account holder | $2,016 | $3,708-45.6% | $2,858-29.5% | $11,246-82.1% |