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 | $148,850 | $78,422+89.8% | $95,952+55.1% | $79,858+86.4% |
| Participation rate | 52.5% | 73.5%-21.0pp | 77.1%-24.6pp | 69.6%-17.1pp |
| Annual return | 10.31% | 19.37%-9.1pp | 91.61%-81.3pp | 31.71%-21.4pp |
| Employer contribution / active EE | $913 | $1,945-53.0% | $2,541-64.1% | $2,471-63.0% |
| Participant deferral / active EE | $3,809 | $3,440+10.7% | $4,167-8.6% | $3,740+1.9% |
| Admin fee / account holder | $28,730 | $5,622+411.0% | $6,795+322.8% | $5,306+441.4% |