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 | $210,139 | $87,013+141.5% | $106,213+97.8% | $80,856+159.9% |
| Participation rate | 64.9% | 70.4%-5.5pp | 75.3%-10.4pp | 67.6%-2.7pp |
| Annual return | 17.94% | 17.05%+0.9pp | 116.14%-98.2pp | 35.59%-17.7pp |
| Employer contribution / active EE | $3,342 | $2,395+39.5% | $3,171+5.4% | $2,755+21.3% |
| Participant deferral / active EE | $10,925 | $3,986+174.1% | $5,016+117.8% | $4,296+154.3% |
| Admin fee / account holder | $19,706 | $8,431+133.7% | $11,033+78.6% | $6,918+184.9% |