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 | $135,559 | $148,978-9.0% | $200,582-32.4% | $84,808+59.8% |
| Participation rate | 65.8% | 84.2%-18.4pp | 86.9%-21.1pp | 68.3%-2.5pp |
| Annual return | 16.02% | 28.16%-12.1pp | 42.33%-26.3pp | 40.90%-24.9pp |
| Employer contribution / active EE | $4,148 | $4,815-13.9% | $6,419-35.4% | $2,631+57.6% |
| Participant deferral / active EE | $13,200 | $7,142+84.8% | $9,331+41.5% | $4,212+213.4% |
| Admin fee / account holder | $6,058 | $13,977-56.7% | $16,305-62.8% | $7,344-17.5% |