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 | $239,334 | $80,968+195.6% | $96,544+147.9% | $75,163+218.4% |
| Participation rate | 50.0% | 71.8%-21.8pp | 76.0%-26.0pp | 67.2%-17.2pp |
| Annual return | 22.55% | 27.06%-4.5pp | 25.84%-3.3pp | 160.62%-138.1pp |
| Employer contribution / active EE | $2,803 | $2,282+22.9% | $2,965-5.5% | $2,670+5.0% |
| Participant deferral / active EE | $8,432 | $3,928+114.7% | $4,851+73.8% | $4,125+104.4% |
| Admin fee / account holder | $4,023 | $6,724-40.2% | $8,252-51.3% | $5,651-28.8% |