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 | $137,153 | $64,480+112.7% | $81,382+68.5% | $80,856+69.6% |
| Participation rate | 69.0% | 63.9%+5.1pp | 69.5%-0.5pp | 67.6%+1.3pp |
| Annual return | 17.33% | 16.34%+1.0pp | 24.73%-7.4pp | 35.59%-18.3pp |
| Employer contribution / active EE | $2,009 | $1,978+1.6% | $2,463-18.4% | $2,755-27.1% |
| Participant deferral / active EE | $5,700 | $3,094+84.3% | $3,883+46.8% | $4,296+32.7% |
| Admin fee / account holder | $4,973 | $5,671-12.3% | $5,768-13.8% | $6,918-28.1% |