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 | $98,197 | $86,929+13.0% | $102,423-4.1% | $80,856+21.4% |
| Participation rate | 64.6% | 72.4%-7.8pp | 76.5%-11.9pp | 67.6%-3.0pp |
| Annual return | 24.50% | 18.88%+5.6pp | 29.32%-4.8pp | 35.59%-11.1pp |
| Employer contribution / active EE | $2,308 | $2,369-2.6% | $3,023-23.6% | $2,755-16.2% |
| Participant deferral / active EE | $9,950 | $4,118+141.6% | $5,053+96.9% | $4,296+131.6% |
| Admin fee / account holder | $401 | $8,049-95.0% | $9,451-95.8% | $6,918-94.2% |