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 | $108,767 | $95,803+13.5% | $113,168-3.9% | $84,808+28.3% |
| Participation rate | 66.2% | 72.9%-6.7pp | 76.6%-10.4pp | 68.3%-2.2pp |
| Annual return | 13.38% | 25.00%-11.6pp | 24.27%-10.9pp | 40.90%-27.5pp |
| Employer contribution / active EE | $2,087 | $2,360-11.6% | $2,975-29.8% | $2,631-20.7% |
| Participant deferral / active EE | $4,443 | $4,242+4.7% | $5,107-13.0% | $4,212+5.5% |
| Admin fee / account holder | $2,890 | $8,989-67.8% | $12,068-76.1% | $7,344-60.6% |