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 | $43,268 | $98,750-56.2% | $149,696-71.1% | $79,858-45.8% |
| Participation rate | 46.7% | 75.8%-29.1pp | 82.5%-35.8pp | 69.6%-23.0pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.60%-276.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $2,151 | $3,216-33.1% | $4,644-53.7% | $2,471-12.9% |
| Participant deferral / active EE | $5,657 | $5,680-0.4% | $6,842-17.3% | $3,740+51.3% |
| Admin fee / account holder | $2,276 | $6,053-62.4% | $9,309-75.6% | $5,306-57.1% |