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 | $107,483 | $101,724+5.7% | $164,813-34.8% | $80,856+32.9% |
| Participation rate | 61.1% | 71.8%-10.7pp | 78.6%-17.5pp | 67.6%-6.5pp |
| Annual return | 33.56% | 16.72%+16.8pp | 69.93%-36.4pp | 35.59%-2.0pp |
| Employer contribution / active EE | $1,780 | $2,953-39.7% | $4,341-59.0% | $2,755-35.4% |
| Participant deferral / active EE | $7,205 | $4,477+60.9% | $6,031+19.5% | $4,296+67.7% |
| Admin fee / account holder | $28,578 | $8,227+247.4% | $12,690+125.2% | $6,918+313.1% |