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 | $210,752 | $76,367+176.0% | $93,606+125.1% | $72,985+188.8% |
| Participation rate | 64.1% | 71.7%-7.6pp | 75.8%-11.7pp | 69.5%-5.4pp |
| Annual return | 28.14% | 25.82%+2.3pp | 32.76%-4.6pp | 81.00%-52.9pp |
| Employer contribution / active EE | $994 | $2,275-56.3% | $2,718-63.4% | $2,440-59.3% |
| Participant deferral / active EE | $5,144 | $3,538+45.4% | $4,069+26.4% | $3,607+42.6% |
| Admin fee / account holder | $12,976 | $6,838+89.8% | $7,888+64.5% | $5,124+153.2% |