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 | $109,801 | $70,428+55.9% | $96,562+13.7% | $85,850+27.9% |
| Participation rate | 52.0% | 61.8%-9.8pp | 69.8%-17.8pp | 69.3%-17.3pp |
| Annual return | 0.00% | 18.59%-18.6pp | 37.78%-37.8pp | 318.53%-318.5pp |
| Employer contribution / active EE | $1,989 | $1,413+40.8% | $2,356-15.6% | $2,565-22.5% |
| Participant deferral / active EE | $4,843 | $2,894+67.4% | $3,849+25.8% | $3,952+22.5% |
| Admin fee / account holder | $408 | $4,997-91.8% | $6,181-93.4% | $6,260-93.5% |