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 | $204,533 | $94,625+116.2% | $116,228+76.0% | $84,808+141.2% |
| Participation rate | 21.4% | 70.4%-49.0pp | 74.6%-53.1pp | 68.3%-46.9pp |
| Annual return | 12.95% | 20.40%-7.5pp | 90.06%-77.1pp | 40.90%-27.9pp |
| Employer contribution / active EE | $989 | $2,347-57.8% | $2,994-67.0% | $2,631-62.4% |
| Participant deferral / active EE | $3,251 | $3,972-18.2% | $4,953-34.4% | $4,212-22.8% |
| Admin fee / account holder | $1,397 | $10,091-86.2% | $11,989-88.3% | $7,344-81.0% |