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 | $159,070 | $89,753+77.2% | $107,525+47.9% | $84,808+87.6% |
| Participation rate | 58.8% | 68.1%-9.2pp | 75.1%-16.3pp | 68.3%-9.5pp |
| Annual return | 17.41% | 29.48%-12.1pp | 181.32%-163.9pp | 40.90%-23.5pp |
| Employer contribution / active EE | $3,371 | $3,113+8.3% | $3,754-10.2% | $2,631+28.1% |
| Participant deferral / active EE | $7,129 | $4,056+75.8% | $5,116+39.4% | $4,212+69.3% |
| Admin fee / account holder | $6,859 | $7,222-5.0% | $8,919-23.1% | $7,344-6.6% |