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 | $106,179 | $71,050+49.4% | $93,606+13.4% | $80,856+31.3% |
| Participation rate | 33.8% | 60.4%-26.6pp | 68.7%-34.9pp | 67.6%-33.8pp |
| Annual return | 10.66% | 11.26%-0.6pp | 133.20%-122.5pp | 35.59%-24.9pp |
| Employer contribution / active EE | $1,777 | $1,564+13.7% | $2,420-26.5% | $2,755-35.5% |
| Participant deferral / active EE | $2,570 | $4,034-36.3% | $4,411-41.7% | $4,296-40.2% |
| Admin fee / account holder | $2,975 | $6,945-57.2% | $8,285-64.1% | $6,918-57.0% |