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 | $146,010 | $74,927+94.9% | $101,794+43.4% | $84,808+72.2% |
| Participation rate | 69.9% | 61.4%+8.5pp | 69.2%+0.7pp | 68.3%+1.6pp |
| Annual return | 16.70% | 18.70%-2.0pp | 30.53%-13.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $2,519 | $1,522+65.5% | $2,289+10.1% | $2,631-4.2% |
| Participant deferral / active EE | $7,204 | $3,099+132.5% | $4,084+76.4% | $4,212+71.1% |
| Admin fee / account holder | $10,776 | $6,514+65.4% | $8,777+22.8% | $7,344+46.7% |