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 | $139,036 | $103,376+34.5% | $87,100+59.6% | $152,861-9.0% |
| Participation rate | 69.2% | 79.3%-10.1pp | 76.9%-7.6pp | 82.4%-13.2pp |
| Annual return | 22.24% | 28.10%-5.9pp | 28.19%-5.9pp | 345.32%-323.1pp |
| Employer contribution / active EE | $2,496 | $3,220-22.5% | $2,521-1.0% | $4,762-47.6% |
| Participant deferral / active EE | $3,398 | $4,778-28.9% | $4,049-16.1% | $5,850-41.9% |
| Admin fee / account holder | $15,941 | $12,205+30.6% | $7,497+112.6% | $11,596+37.5% |