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 | $227,195 | $46,553+388.0% | $64,056+254.7% | $75,163+202.3% |
| Participation rate | 55.6% | 65.9%-10.4pp | 72.3%-16.7pp | 67.2%-11.6pp |
| Annual return | 18.75% | 26.03%-7.3pp | 33.69%-14.9pp | 160.62%-141.9pp |
| Employer contribution / active EE | $975 | $1,974-50.6% | $2,747-64.5% | $2,670-63.5% |
| Participant deferral / active EE | $4,644 | $2,837+63.7% | $3,880+19.7% | $4,125+12.6% |
| Admin fee / account holder | $2,268 | $2,952-23.2% | $3,068-26.1% | $5,651-59.9% |