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 9-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 | $46,326 | $82,630-43.9% | $64,105-27.7% | $125,391-63.1% |
| Participation rate | 62.5% | 75.9%-13.4pp | 68.2%-5.7pp | 83.2%-20.7pp |
| Annual return | -0.25% | 1489.72%-1490.0pp | 791.24%-791.5pp | 282.22%-282.5pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,496 | $3,608-58.5% | $2,822-47.0% | $5,352-72.0% |
| Admin fee / account holder | $352 | $6,382-94.5% | $4,499-92.2% | $9,540-96.3% |