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 | $139,387 | $72,277+92.9% | $101,248+37.7% | $79,858+74.5% |
| Participation rate | 57.1% | 68.5%-11.3pp | 75.8%-18.7pp | 69.6%-12.5pp |
| Annual return | 14.60% | 22.30%-7.7pp | 46.47%-31.9pp | 31.71%-17.1pp |
| Employer contribution / active EE | $889 | $2,692-67.0% | $3,660-75.7% | $2,471-64.0% |
| Participant deferral / active EE | $3,544 | $3,282+8.0% | $4,370-18.9% | $3,740-5.2% |
| Admin fee / account holder | $9,283 | $4,400+111.0% | $5,945+56.1% | $5,306+74.9% |