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 8-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 | $61,573 | $65,375-5.8% | - | $152,861-59.7% |
| Participation rate | 60.0% | 72.6%-12.6pp | - | 82.4%-22.4pp |
| Annual return | 0.00% | 27.96%-28.0pp | - | 345.32%-345.3pp |
| Employer contribution / active EE | $569 | $2,747-79.3% | - | $4,762-88.1% |
| Participant deferral / active EE | $1,191 | $4,110-71.0% | - | $5,850-79.6% |
| Admin fee / account holder | $1,787 | $4,607-61.2% | - | $11,596-84.6% |