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 | $108,985 | $86,929+25.4% | $102,423+6.4% | $80,856+34.8% |
| Participation rate | 64.9% | 72.4%-7.5pp | 76.5%-11.6pp | 67.6%-2.7pp |
| Annual return | 11.26% | 18.88%-7.6pp | 29.32%-18.1pp | 35.59%-24.3pp |
| Employer contribution / active EE | $2,686 | $2,369+13.4% | $3,023-11.1% | $2,755-2.5% |
| Participant deferral / active EE | $7,259 | $4,118+76.3% | $5,053+43.7% | $4,296+69.0% |
| Admin fee / account holder | $15,611 | $8,049+94.0% | $9,451+65.2% | $6,918+125.7% |