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 | $107,439 | $71,050+51.2% | $93,606+14.8% | $80,856+32.9% |
| Participation rate | 68.4% | 60.4%+8.0pp | 68.7%-0.3pp | 67.6%+0.8pp |
| Annual return | 12.15% | 11.26%+0.9pp | 133.20%-121.0pp | 35.59%-23.4pp |
| Employer contribution / active EE | $1,915 | $1,564+22.5% | $2,420-20.8% | $2,755-30.5% |
| Participant deferral / active EE | $4,488 | $4,034+11.3% | $4,411+1.7% | $4,296+4.5% |
| Admin fee / account holder | $7,097 | $6,945+2.2% | $8,285-14.3% | $6,918+2.6% |