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 4-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 | $165,503 | $104,664+58.1% | $85,682+93.2% | $167,490-1.2% |
| Participation rate | 33.3% | 76.4%-43.0pp | 69.9%-36.5pp | 82.1%-48.8pp |
| Annual return | 0.00% | 21.45%-21.4pp | 21.49%-21.5pp | 478.56%-478.6pp |
| Employer contribution / active EE | $900 | $3,337-73.0% | $2,618-65.6% | $4,837-81.4% |
| Participant deferral / active EE | $5,140 | $4,824+6.5% | $3,923+31.0% | $6,341-18.9% |
| Admin fee / account holder | $675 | $10,032-93.3% | $6,873-90.2% | $12,309-94.5% |