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 5-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 | $140,458 | $217,402-35.4% | $185,823-24.4% | $167,490-16.1% |
| Participation rate | 41.7% | 86.0%-44.4pp | 81.7%-40.0pp | 82.1%-40.4pp |
| Annual return | 0.00% | 148.36%-148.4pp | 122.05%-122.1pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,312 | $5,873-77.7% | $5,167-74.6% | $4,837-72.9% |
| Participant deferral / active EE | $2,302 | $6,356-63.8% | $5,568-58.7% | $6,341-63.7% |
| Admin fee / account holder | $783 | $19,811-96.0% | $16,237-95.2% | $12,309-93.6% |