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 | $166,098 | $165,335+0.5% | $149,696+11.0% | $158,922+4.5% |
| Participation rate | 42.9% | 84.6%-41.7pp | 82.5%-39.6pp | 82.0%-39.1pp |
| Annual return | 18.64% | 348.15%-329.5pp | 276.60%-258.0pp | 302.83%-284.2pp |
| Employer contribution / active EE | $2,168 | $5,103-57.5% | $4,644-53.3% | $4,761-54.5% |
| Participant deferral / active EE | $2,934 | $7,181-59.1% | $6,842-57.1% | $5,982-51.0% |
| Admin fee / account holder | $14,315 | $10,807+32.5% | $9,309+53.8% | $11,246+27.3% |