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 | $58,217 | $209,832-72.3% | $189,513-69.3% | $167,490-65.2% |
| Participation rate | 66.7% | 88.7%-22.0pp | 87.8%-21.1pp | 82.1%-15.4pp |
| Annual return | 0.00% | 748.27%-748.3pp | 555.15%-555.2pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,675 | $6,914-75.8% | $6,162-72.8% | $4,837-65.4% |
| Participant deferral / active EE | $5,951 | $8,935-33.4% | $8,221-27.6% | $6,341-6.1% |
| Admin fee / account holder | $508 | $14,293-96.4% | $12,045-95.8% | $12,309-95.9% |