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 | $151,798 | $87,870+72.8% | $113,168+34.1% | $74,304+104.3% |
| Participation rate | 40.4% | 70.7%-30.3pp | 76.6%-36.1pp | 60.3%-19.9pp |
| Annual return | 16.99% | 26.44%-9.5pp | 24.27%-7.3pp | 29.43%-12.4pp |
| Employer contribution / active EE | $1,216 | $2,277-46.6% | $2,975-59.1% | $2,241-45.8% |
| Participant deferral / active EE | $2,501 | $4,241-41.0% | $5,107-51.0% | $3,767-33.6% |
| Admin fee / account holder | $11,742 | $3,368+248.6% | $12,068-2.7% | $2,969+295.5% |