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 | $123,279 | $101,724+21.2% | $164,813-25.2% | $80,856+52.5% |
| Participation rate | 56.3% | 71.8%-15.6pp | 78.6%-22.4pp | 67.6%-11.4pp |
| Annual return | 15.85% | 16.72%-0.9pp | 69.93%-54.1pp | 35.59%-19.7pp |
| Employer contribution / active EE | $2,156 | $2,953-27.0% | $4,341-50.3% | $2,755-21.7% |
| Participant deferral / active EE | $5,084 | $4,477+13.6% | $6,031-15.7% | $4,296+18.4% |
| Admin fee / account holder | $1,771 | $8,227-78.5% | $12,690-86.0% | $6,918-74.4% |