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 | $104,658 | $78,422+33.5% | $95,952+9.1% | $79,858+31.1% |
| Participation rate | 68.5% | 73.5%-5.0pp | 77.1%-8.6pp | 69.6%-1.1pp |
| Annual return | 14.36% | 19.37%-5.0pp | 91.61%-77.3pp | 31.71%-17.4pp |
| Employer contribution / active EE | $2,210 | $1,945+13.6% | $2,541-13.0% | $2,471-10.6% |
| Participant deferral / active EE | $5,149 | $3,440+49.7% | $4,167+23.6% | $3,740+37.7% |
| Admin fee / account holder | $8,447 | $5,622+50.3% | $6,795+24.3% | $5,306+59.2% |