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 | $111,992 | $95,803+16.9% | $113,168-1.0% | $84,808+32.1% |
| Participation rate | 61.5% | 72.9%-11.3pp | 76.6%-15.0pp | 68.3%-6.8pp |
| Annual return | 16.30% | 25.00%-8.7pp | 24.27%-8.0pp | 40.90%-24.6pp |
| Employer contribution / active EE | $3,070 | $2,360+30.1% | $2,975+3.2% | $2,631+16.7% |
| Participant deferral / active EE | $5,943 | $4,242+40.1% | $5,107+16.4% | $4,212+41.1% |
| Admin fee / account holder | $22,456 | $8,989+149.8% | $12,068+86.1% | $7,344+205.8% |