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 | $160,537 | $116,875+37.4% | $135,584+18.4% | $116,875+37.4% |
| Participation rate | 26.9% | 74.5%-47.6pp | 74.9%-48.0pp | 74.5%-47.6pp |
| Annual return | 14.70% | 16.29%-1.6pp | -6.29%+21.0pp | 16.29%-1.6pp |
| Employer contribution / active EE | $1,056 | $3,288-67.9% | $2,978-64.6% | $3,288-67.9% |
| Participant deferral / active EE | $1,830 | $3,885-52.9% | $3,505-47.8% | $3,885-52.9% |
| Admin fee / account holder | $1,180 | $12,263-90.4% | $7,720-84.7% | $12,263-90.4% |