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 | $115,111 | $57,016+101.9% | $84,966+35.5% | $80,856+42.4% |
| Participation rate | 67.3% | 56.3%+10.9pp | 67.5%-0.2pp | 67.6%-0.4pp |
| Annual return | 16.23% | 21.66%-5.4pp | 66.38%-50.2pp | 35.59%-19.4pp |
| Employer contribution / active EE | $678 | $1,798-62.3% | $2,727-75.1% | $2,755-75.4% |
| Participant deferral / active EE | $2,576 | $3,110-17.1% | $4,519-43.0% | $4,296-40.0% |
| Admin fee / account holder | $3,504 | $4,980-29.6% | $6,149-43.0% | $6,918-49.3% |