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 8-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 | $121,173 | $53,127+128.1% | $86,590+39.9% | $70,131+72.8% |
| Participation rate | 52.9% | 65.3%-12.4pp | 73.5%-20.7pp | 69.5%-16.7pp |
| Annual return | 0.00% | 27.66%-27.7pp | 964.84%-964.8pp | 73.14%-73.1pp |
| Employer contribution / active EE | $847 | $2,068-59.1% | $2,839-70.2% | $2,342-63.9% |
| Participant deferral / active EE | $1,734 | $2,696-35.7% | $3,609-51.9% | $3,332-47.9% |
| Admin fee / account holder | $1,102 | $3,585-69.3% | $4,906-77.5% | $4,645-76.3% |