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 | $118,468 | $86,929+36.3% | $102,423+15.7% | $80,856+46.5% |
| Participation rate | 66.1% | 72.4%-6.2pp | 76.5%-10.4pp | 67.6%-1.5pp |
| Annual return | 13.18% | 18.88%-5.7pp | 29.32%-16.1pp | 35.59%-22.4pp |
| Employer contribution / active EE | $1,908 | $2,369-19.5% | $3,023-36.9% | $2,755-30.8% |
| Participant deferral / active EE | $4,533 | $4,118+10.1% | $5,053-10.3% | $4,296+5.5% |
| Admin fee / account holder | $8,920 | $8,049+10.8% | $9,451-5.6% | $6,918+28.9% |