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 | $116,613 | $80,968+44.0% | $96,544+20.8% | $75,163+55.1% |
| Participation rate | 58.5% | 71.8%-13.3pp | 76.0%-17.5pp | 67.2%-8.7pp |
| Annual return | 15.12% | 27.06%-11.9pp | 25.84%-10.7pp | 160.62%-145.5pp |
| Employer contribution / active EE | $1,097 | $2,282-51.9% | $2,965-63.0% | $2,670-58.9% |
| Participant deferral / active EE | $5,287 | $3,928+34.6% | $4,851+9.0% | $4,125+28.2% |
| Admin fee / account holder | $38,342 | $6,724+470.2% | $8,252+364.6% | $5,651+578.5% |