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 | $207,976 | $80,968+156.9% | $96,544+115.4% | $75,163+176.7% |
| Participation rate | 22.1% | 71.8%-49.7pp | 76.0%-53.9pp | 67.2%-45.1pp |
| Annual return | 24.79% | 27.06%-2.3pp | 25.84%-1.1pp | 160.62%-135.8pp |
| Employer contribution / active EE | $1,636 | $2,282-28.3% | $2,965-44.8% | $2,670-38.7% |
| Participant deferral / active EE | $5,382 | $3,928+37.0% | $4,851+11.0% | $4,125+30.5% |
| Admin fee / account holder | $25,076 | $6,724+272.9% | $8,252+203.9% | $5,651+343.8% |