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 | $237,030 | $72,277+227.9% | $101,248+134.1% | $79,858+196.8% |
| Participation rate | 64.9% | 68.5%-3.5pp | 75.8%-10.9pp | 69.6%-4.7pp |
| Annual return | 19.16% | 22.30%-3.1pp | 46.47%-27.3pp | 31.71%-12.6pp |
| Employer contribution / active EE | $3,539 | $2,692+31.5% | $3,660-3.3% | $2,471+43.2% |
| Participant deferral / active EE | $2,402 | $3,282-26.8% | $4,370-45.0% | $3,740-35.8% |
| Admin fee / account holder | $15,338 | $4,400+248.6% | $5,945+158.0% | $5,306+189.0% |