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 7-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 | $28,825 | $102,966-72.0% | $90,281-68.1% | $152,861-81.1% |
| Participation rate | 60.0% | 75.9%-15.9pp | 73.3%-13.3pp | 82.4%-22.4pp |
| Annual return | 0.00% | 95.16%-95.2pp | 78.10%-78.1pp | 345.32%-345.3pp |
| Employer contribution / active EE | $5,356 | $3,139+70.6% | $2,854+87.6% | $4,762+12.5% |
| Participant deferral / active EE | $10,299 | $4,281+140.5% | $3,885+165.1% | $5,850+76.0% |
| Admin fee / account holder | $301 | $6,171-95.1% | $5,351-94.4% | $11,596-97.4% |