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 | $196,266 | $95,266+106.0% | $82,389+138.2% | $142,382+37.8% |
| Participation rate | 54.5% | 74.5%-19.9pp | 69.5%-15.0pp | 80.1%-25.6pp |
| Annual return | 14.24% | 25.74%-11.5pp | 28.67%-14.4pp | 217.08%-202.8pp |
| Employer contribution / active EE | $2,776 | $2,991-7.2% | $2,517+10.3% | $4,299-35.4% |
| Participant deferral / active EE | $5,167 | $4,809+7.5% | $4,155+24.4% | $6,507-20.6% |
| Admin fee / account holder | $55,969 | $8,563+553.6% | $7,231+674.1% | $12,624+343.4% |