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 | $128,546 | $78,705+63.3% | $117,854+9.1% | $70,131+83.3% |
| Participation rate | 64.7% | 73.2%-8.5pp | 79.7%-15.0pp | 69.5%-4.8pp |
| Annual return | 16.33% | 23.30%-7.0pp | 335.08%-318.7pp | 73.14%-56.8pp |
| Employer contribution / active EE | $1,739 | $2,223-21.8% | $3,786-54.1% | $2,342-25.8% |
| Participant deferral / active EE | $4,485 | $3,297+36.0% | $4,482+0.1% | $3,332+34.6% |
| Admin fee / account holder | $6,833 | $5,065+34.9% | $8,020-14.8% | $4,645+47.1% |