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 | $117,520 | $109,881+7.0% | $150,045-21.7% | $84,808+38.6% |
| Participation rate | 60.4% | 76.1%-15.6pp | 82.3%-21.9pp | 68.3%-7.9pp |
| Annual return | 15.62% | 28.25%-12.6pp | 62.55%-46.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $2,931 | $3,561-17.7% | $4,693-37.5% | $2,631+11.4% |
| Participant deferral / active EE | $6,565 | $6,636-1.1% | $7,997-17.9% | $4,212+55.9% |
| Admin fee / account holder | $3,368 | $8,568-60.7% | $13,435-74.9% | $7,344-54.1% |