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 | $72,246 | $105,181-31.3% | $159,436-54.7% | $85,850-15.8% |
| Participation rate | 62.8% | 75.8%-13.0pp | 82.8%-20.0pp | 69.3%-6.5pp |
| Annual return | 0.00% | 45.07%-45.1pp | 263.57%-263.6pp | 318.53%-318.5pp |
| Employer contribution / active EE | $1,437 | $3,318-56.7% | $4,829-70.2% | $2,565-44.0% |
| Participant deferral / active EE | $3,853 | $5,945-35.2% | $7,352-47.6% | $3,952-2.5% |
| Admin fee / account holder | $543 | $6,933-92.2% | $10,799-95.0% | $6,260-91.3% |