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 9-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 | $117,295 | $64,480+81.9% | $81,382+44.1% | $80,856+45.1% |
| Participation rate | 22.4% | 63.9%-41.4pp | 69.5%-47.0pp | 67.6%-45.2pp |
| Annual return | 45.45% | 16.34%+29.1pp | 24.73%+20.7pp | 35.59%+9.9pp |
| Employer contribution / active EE | $1,289 | $1,978-34.8% | $2,463-47.7% | $2,755-53.2% |
| Participant deferral / active EE | $3,307 | $3,094+6.9% | $3,883-14.8% | $4,296-23.0% |
| Admin fee / account holder | $61,972 | $5,671+992.8% | $5,768+974.3% | $6,918+795.8% |