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 | $152,581 | $93,571+63.1% | $135,903+12.3% | $75,163+103.0% |
| Participation rate | 33.3% | 75.2%-41.8pp | 81.9%-48.6pp | 67.2%-33.9pp |
| Annual return | 15.90% | 30.90%-15.0pp | 68.23%-52.3pp | 160.62%-144.7pp |
| Employer contribution / active EE | $2,082 | $3,537-41.1% | $4,856-57.1% | $2,670-22.0% |
| Participant deferral / active EE | $2,616 | $6,404-59.2% | $7,758-66.3% | $4,125-36.6% |
| Admin fee / account holder | $50,142 | $6,975+618.8% | $10,762+365.9% | $5,651+787.3% |