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 | $46,166 | $89,355-48.3% | $141,162-67.3% | $72,985-36.7% |
| Participation rate | 60.8% | 75.1%-14.3pp | 82.5%-21.7pp | 69.5%-8.7pp |
| Annual return | 0.00% | 111.85%-111.8pp | 71.39%-71.4pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,280 | $3,114-58.9% | $4,735-73.0% | $2,440-47.5% |
| Participant deferral / active EE | $2,345 | $5,418-56.7% | $6,709-65.0% | $3,607-35.0% |
| Admin fee / account holder | $6,739 | $5,958+13.1% | $10,261-34.3% | $5,124+31.5% |