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 10-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 | $106,942 | $49,177+117.5% | $79,464+34.6% | $64,186+66.6% |
| Participation rate | 55.0% | 65.0%-10.0pp | 73.3%-18.3pp | 69.6%-14.6pp |
| Annual return | -2.36% | -1.16%-1.2pp | 718.14%-720.5pp | 7.63%-10.0pp |
| Employer contribution / active EE | $3,750 | $2,076+80.6% | $2,800+33.9% | $2,381+57.5% |
| Participant deferral / active EE | $2,080 | $2,821-26.3% | $3,704-43.8% | $3,470-40.0% |
| Admin fee / account holder | $1,459 | $3,839-62.0% | $5,113-71.5% | $4,888-70.1% |