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 | $117,547 | $72,277+62.6% | $101,248+16.1% | $79,858+47.2% |
| Participation rate | 69.0% | 68.5%+0.5pp | 75.8%-6.8pp | 69.6%-0.7pp |
| Annual return | 63.66% | 22.30%+41.4pp | 46.47%+17.2pp | 31.71%+31.9pp |
| Employer contribution / active EE | $2,477 | $2,692-8.0% | $3,660-32.3% | $2,471+0.3% |
| Participant deferral / active EE | $5,337 | $3,282+62.6% | $4,370+22.1% | $3,740+42.7% |
| Admin fee / account holder | $2,390 | $4,400-45.7% | $5,945-59.8% | $5,306-55.0% |