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 | $111,266 | $109,413+1.7% | $156,263-28.8% | $84,808+31.2% |
| Participation rate | 53.7% | 72.7%-19.0pp | 78.9%-25.2pp | 68.3%-14.6pp |
| Annual return | 16.58% | 20.18%-3.6pp | 59.47%-42.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $1,035 | $2,907-64.4% | $4,333-76.1% | $2,631-60.6% |
| Participant deferral / active EE | $5,519 | $4,590+20.2% | $6,158-10.4% | $4,212+31.0% |
| Admin fee / account holder | $7,114 | $9,357-24.0% | $14,255-50.1% | $7,344-3.1% |