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 | $144,305 | $87,870+64.2% | $113,168+27.5% | $74,304+94.2% |
| Participation rate | 49.5% | 70.7%-21.2pp | 76.6%-27.0pp | 60.3%-10.8pp |
| Annual return | 14.92% | 26.44%-11.5pp | 24.27%-9.4pp | 29.43%-14.5pp |
| Employer contribution / active EE | $1,152 | $2,277-49.4% | $2,975-61.3% | $2,241-48.6% |
| Participant deferral / active EE | $2,224 | $4,241-47.6% | $5,107-56.5% | $3,767-41.0% |
| Admin fee / account holder | $14,726 | $3,368+337.2% | $12,068+22.0% | $2,969+396.0% |