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 | $113,293 | $60,892+86.1% | $82,389+37.5% | $84,808+33.6% |
| Participation rate | 60.0% | 63.3%-3.3pp | 69.5%-9.5pp | 68.3%-8.3pp |
| Annual return | 14.28% | 37.29%-23.0pp | 28.67%-14.4pp | 40.90%-26.6pp |
| Employer contribution / active EE | $2,341 | $1,779+31.6% | $2,517-7.0% | $2,631-11.0% |
| Participant deferral / active EE | $3,405 | $3,179+7.1% | $4,155-18.1% | $4,212-19.2% |
| Admin fee / account holder | $8,666 | $5,467+58.5% | $7,231+19.9% | $7,344+18.0% |