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 | $235,118 | $94,625+148.5% | $116,228+102.3% | $84,808+177.2% |
| Participation rate | 69.4% | 70.4%-1.1pp | 74.6%-5.2pp | 68.3%+1.1pp |
| Annual return | 14.46% | 20.40%-5.9pp | 90.06%-75.6pp | 40.90%-26.4pp |
| Employer contribution / active EE | $699 | $2,347-70.2% | $2,994-76.7% | $2,631-73.4% |
| Participant deferral / active EE | $7,213 | $3,972+81.6% | $4,953+45.6% | $4,212+71.3% |
| Admin fee / account holder | $14,592 | $10,091+44.6% | $11,989+21.7% | $7,344+98.7% |