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 | $118,971 | $80,673+47.5% | $101,326+17.4% | $84,808+40.3% |
| Participation rate | 64.0% | 77.8%-13.8pp | 81.5%-17.5pp | 68.3%-4.3pp |
| Annual return | 15.77% | 38.95%-23.2pp | 36.82%-21.0pp | 40.90%-25.1pp |
| Employer contribution / active EE | $2,779 | $2,698+3.0% | $3,665-24.2% | $2,631+5.6% |
| Participant deferral / active EE | $4,331 | $6,840-36.7% | $7,994-45.8% | $4,212+2.8% |
| Admin fee / account holder | $10,701 | $12,784-16.3% | $11,185-4.3% | $7,344+45.7% |