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 | $142,074 | $58,512+142.8% | $84,015+69.1% | $72,985+94.7% |
| Participation rate | 41.9% | 61.2%-19.3pp | 69.0%-27.1pp | 69.5%-27.6pp |
| Annual return | 24.93% | 28.93%-4.0pp | 71.31%-46.4pp | 81.00%-56.1pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,725 | $2,394-27.9% | $3,239-46.7% | $3,607-52.2% |
| Admin fee / account holder | $5,061 | $4,569+10.8% | $6,101-17.0% | $5,124-1.2% |