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 | $158,075 | $80,968+95.2% | $96,544+63.7% | $75,163+110.3% |
| Participation rate | 53.7% | 71.8%-18.0pp | 76.0%-22.2pp | 67.2%-13.5pp |
| Annual return | 15.28% | 27.06%-11.8pp | 25.84%-10.6pp | 160.62%-145.3pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,670 | $3,928+18.9% | $4,851-3.7% | $4,125+13.2% |
| Admin fee / account holder | $6,127 | $6,724-8.9% | $8,252-25.8% | $5,651+8.4% |