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 | $175,259 | $80,717+117.1% | $154,803+13.2% | $84,808+106.7% |
| Participation rate | 68.7% | 66.8%+1.8pp | 78.1%-9.4pp | 68.3%+0.3pp |
| Annual return | 14.67% | 37.96%-23.3pp | 58.88%-44.2pp | 40.90%-26.2pp |
| Employer contribution / active EE | $949 | $2,761-65.6% | $4,305-77.9% | $2,631-63.9% |
| Participant deferral / active EE | $4,446 | $3,303+34.6% | $5,540-19.7% | $4,212+5.6% |
| Admin fee / account holder | $2,121 | $6,746-68.6% | $14,329-85.2% | $7,344-71.1% |