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 | $113,059 | $93,571+20.8% | $135,903-16.8% | $75,163+50.4% |
| Participation rate | 60.0% | 75.2%-15.2pp | 81.9%-21.9pp | 67.2%-7.2pp |
| Annual return | 18.76% | 30.90%-12.1pp | 68.23%-49.5pp | 160.62%-141.9pp |
| Employer contribution / active EE | $2,777 | $3,537-21.5% | $4,856-42.8% | $2,670+4.0% |
| Participant deferral / active EE | $5,877 | $6,404-8.2% | $7,758-24.2% | $4,125+42.5% |
| Admin fee / account holder | $2,336 | $6,975-66.5% | $10,762-78.3% | $5,651-58.7% |