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 | $139,578 | $58,512+138.5% | $84,015+66.1% | $72,985+91.2% |
| Participation rate | 55.3% | 61.2%-6.0pp | 69.0%-13.7pp | 69.5%-14.2pp |
| Annual return | 20.30% | 28.93%-8.6pp | 71.31%-51.0pp | 81.00%-60.7pp |
| Employer contribution / active EE | $748 | $1,163-35.7% | $1,983-62.3% | $2,440-69.3% |
| Participant deferral / active EE | $4,671 | $2,394+95.2% | $3,239+44.2% | $3,607+29.5% |
| Admin fee / account holder | $771 | $4,569-83.1% | $6,101-87.4% | $5,124-84.9% |