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 | $165,518 | $95,803+72.8% | $113,168+46.3% | $84,808+95.2% |
| Participation rate | 61.9% | 72.9%-11.0pp | 76.6%-14.7pp | 68.3%-6.4pp |
| Annual return | 15.46% | 25.00%-9.5pp | 24.27%-8.8pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,546 | $2,360-34.5% | $2,975-48.0% | $2,631-41.2% |
| Participant deferral / active EE | $4,211 | $4,242-0.7% | $5,107-17.5% | $4,2120% |
| Admin fee / account holder | $9,439 | $8,989+5.0% | $12,068-21.8% | $7,344+28.5% |