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 10-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 | $245,061 | $105,630+132.0% | $87,507+180.0% | $273,961-10.5% |
| Participation rate | 33.3% | 78.2%-44.9pp | 73.8%-40.5pp | 83.0%-49.7pp |
| Annual return | 4.81% | 12.25%-7.4pp | 12.21%-7.4pp | 41.45%-36.6pp |
| Employer contribution / active EE | $867 | $3,141-72.4% | $2,550-66.0% | $4,869-82.2% |
| Participant deferral / active EE | $3,330 | $3,601-7.5% | $3,149+5.8% | $5,287-37.0% |
| Admin fee / account holder | $335 | $4,781-93.0% | $4,221-92.1% | $10,132-96.7% |