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 | $175,775 | $46,553+277.6% | $64,056+174.4% | $75,163+133.9% |
| Participation rate | 65.2% | 65.9%-0.7pp | 72.3%-7.1pp | 67.2%-2.0pp |
| Annual return | 15.93% | 26.03%-10.1pp | 33.69%-17.8pp | 160.62%-144.7pp |
| Employer contribution / active EE | $2,797 | $1,974+41.7% | $2,747+1.9% | $2,670+4.8% |
| Participant deferral / active EE | $4,054 | $2,837+42.9% | $3,880+4.5% | $4,125-1.7% |
| Admin fee / account holder | $1,862 | $2,952-36.9% | $3,068-39.3% | $5,651-67.1% |