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 | $195,665 | $60,022+226.0% | $88,946+120.0% | $84,808+130.7% |
| Participation rate | 61.5% | 57.8%+3.7pp | 68.8%-7.3pp | 68.3%-6.8pp |
| Annual return | 16.08% | 22.43%-6.3pp | 57.82%-41.7pp | 40.90%-24.8pp |
| Employer contribution / active EE | $316 | $1,703-81.5% | $2,555-87.6% | $2,631-88.0% |
| Participant deferral / active EE | $3,498 | $3,114+12.3% | $4,581-23.6% | $4,212-16.9% |
| Admin fee / account holder | $12,709 | $4,811+164.2% | $8,261+53.8% | $7,344+73.1% |