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 | $209,149 | $86,286+142.4% | $111,297+87.9% | $85,850+143.6% |
| Participation rate | 60.5% | 73.3%-12.8pp | 77.3%-16.8pp | 69.3%-8.8pp |
| Annual return | 0.00% | 19.99%-20.0pp | 54.65%-54.7pp | 318.53%-318.5pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,779 | $3,641+58.7% | $4,487+28.8% | $3,952+46.2% |
| Admin fee / account holder | $3,715 | $8,188-54.6% | $7,964-53.4% | $6,260-40.7% |