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 | $166,432 | $181,894-8.5% | $156,549+6.3% | $273,961-39.2% |
| Participation rate | 50.0% | 88.4%-38.4pp | 84.0%-34.0pp | 83.0%-33.0pp |
| Annual return | 5.66% | 30.74%-25.1pp | 32.23%-26.6pp | 41.45%-35.8pp |
| Employer contribution / active EE | $3,666 | $6,248-41.3% | $5,501-33.4% | $4,869-24.7% |
| Participant deferral / active EE | $9,180 | $5,550+65.4% | $4,871+88.5% | $5,287+73.6% |
| Admin fee / account holder | $27,045 | $15,559+73.8% | $13,027+107.6% | $10,132+166.9% |