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 | $131,250 | $49,915+162.9% | $154,803-15.2% | $74,304+76.6% |
| Participation rate | 41.9% | 54.0%-12.1pp | 78.1%-36.2pp | 60.3%-18.5pp |
| Annual return | 12.73% | 34.06%-21.3pp | 58.88%-46.2pp | 29.43%-16.7pp |
| Employer contribution / active EE | $1,285 | $1,611-20.3% | $4,305-70.2% | $2,241-42.7% |
| Participant deferral / active EE | $1,787 | $2,255-20.7% | $5,540-67.7% | $3,767-52.6% |
| Admin fee / account holder | $13,670 | $2,189+524.5% | $14,329-4.6% | $2,969+360.4% |