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 7-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 | $120,986 | $90,745+33.3% | $130,231-7.1% | $75,163+61.0% |
| Participation rate | 63.0% | 71.1%-8.0pp | 76.3%-13.2pp | 67.2%-4.1pp |
| Annual return | 16.65% | 34.45%-17.8pp | 38.77%-22.1pp | 160.62%-144.0pp |
| Employer contribution / active EE | $2,910 | $3,314-12.2% | $4,126-29.5% | $2,670+9.0% |
| Participant deferral / active EE | $6,014 | $5,362+12.1% | $6,799-11.5% | $4,125+45.8% |
| Admin fee / account holder | $20,046 | $6,331+216.6% | $6,020+233.0% | $5,651+254.7% |