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 | $235,260 | $95,803+145.6% | $113,168+107.9% | $84,808+177.4% |
| Participation rate | 65.9% | 72.9%-7.0pp | 76.6%-10.7pp | 68.3%-2.5pp |
| Annual return | 13.69% | 25.00%-11.3pp | 24.27%-10.6pp | 40.90%-27.2pp |
| Employer contribution / active EE | $3,700 | $2,360+56.8% | $2,975+24.4% | $2,631+40.7% |
| Participant deferral / active EE | $3,539 | $4,242-16.6% | $5,107-30.7% | $4,212-16.0% |
| Admin fee / account holder | $7,597 | $8,989-15.5% | $12,068-37.0% | $7,344+3.4% |