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 | $147,315 | $87,870+67.7% | $113,168+30.2% | $74,304+98.3% |
| Participation rate | 58.2% | 70.7%-12.6pp | 76.6%-18.4pp | 60.3%-2.2pp |
| Annual return | 19.80% | 26.44%-6.6pp | 24.27%-4.5pp | 29.43%-9.6pp |
| Employer contribution / active EE | $1,702 | $2,277-25.3% | $2,975-42.8% | $2,241-24.1% |
| Participant deferral / active EE | $6,691 | $4,241+57.8% | $5,107+31.0% | $3,767+77.6% |
| Admin fee / account holder | $10,990 | $3,368+226.3% | $12,068-8.9% | $2,969+270.2% |