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 | $153,945 | $59,101+160.5% | $77,163+99.5% | $75,163+104.8% |
| Participation rate | 52.5% | 63.9%-11.3pp | 69.6%-17.0pp | 67.2%-14.6pp |
| Annual return | 13.21% | 26.71%-13.5pp | 37.87%-24.7pp | 160.62%-147.4pp |
| Employer contribution / active EE | $1,035 | $1,995-48.1% | $2,535-59.2% | $2,670-61.2% |
| Participant deferral / active EE | $3,840 | $2,999+28.0% | $3,833+0.2% | $4,125-6.9% |
| Admin fee / account holder | $9,188 | $4,774+92.5% | $5,472+67.9% | $5,651+62.6% |