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 | $101,227 | $80,717+25.4% | $154,803-34.6% | $84,808+19.4% |
| Participation rate | 62.8% | 66.8%-4.0pp | 78.1%-15.3pp | 68.3%-5.5pp |
| Annual return | 16.89% | 37.96%-21.1pp | 58.88%-42.0pp | 40.90%-24.0pp |
| Employer contribution / active EE | $2,156 | $2,761-21.9% | $4,305-49.9% | $2,631-18.0% |
| Participant deferral / active EE | $4,418 | $3,303+33.7% | $5,540-20.3% | $4,212+4.9% |
| Admin fee / account holder | $20,946 | $6,746+210.5% | $14,329+46.2% | $7,344+185.2% |