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 | $146,127 | $91,019+60.5% | $392,568-62.8% | $72,985+100.2% |
| Participation rate | 60.3% | 74.4%-14.1pp | 78.1%-17.7pp | 69.5%-9.2pp |
| Annual return | 21.35% | 20.00%+1.3pp | 24.42%-3.1pp | 81.00%-59.7pp |
| Employer contribution / active EE | $2,362 | $2,751-14.1% | $3,783-37.6% | $2,440-3.2% |
| Participant deferral / active EE | $4,578 | $4,570+0.2% | $5,985-23.5% | $3,607+26.9% |
| Admin fee / account holder | $1,274 | $4,895-74.0% | $6,260-79.7% | $5,124-75.1% |