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 | $244,598 | $123,793+97.6% | $177,821+37.6% | $79,858+206.3% |
| Participation rate | 52.4% | 84.7%-32.3pp | 87.7%-35.3pp | 69.6%-17.3pp |
| Annual return | 31.58% | 22.82%+8.8pp | 48.32%-16.7pp | 31.71%-0.1pp |
| Employer contribution / active EE | $2,118 | $4,095-48.3% | $5,918-64.2% | $2,471-14.3% |
| Participant deferral / active EE | $3,255 | $5,956-45.4% | $7,714-57.8% | $3,740-13.0% |
| Admin fee / account holder | $1,319 | $7,243-81.8% | $12,427-89.4% | $5,306-75.1% |