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 | $146,793 | $76,367+92.2% | $93,606+56.8% | $72,985+101.1% |
| Participation rate | 65.5% | 71.7%-6.3pp | 75.8%-10.4pp | 69.5%-4.0pp |
| Annual return | 18.90% | 25.82%-6.9pp | 32.76%-13.9pp | 81.00%-62.1pp |
| Employer contribution / active EE | $632 | $2,275-72.2% | $2,718-76.7% | $2,440-74.1% |
| Participant deferral / active EE | $4,133 | $3,538+16.8% | $4,069+1.6% | $3,607+14.6% |
| Admin fee / account holder | $4,526 | $6,838-33.8% | $7,888-42.6% | $5,124-11.7% |