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 | $105,141 | $71,050+48.0% | $93,606+12.3% | $80,856+30.0% |
| Participation rate | 58.8% | 60.4%-1.7pp | 68.7%-10.0pp | 67.6%-8.9pp |
| Annual return | 21.27% | 11.26%+10.0pp | 133.20%-111.9pp | 35.59%-14.3pp |
| Employer contribution / active EE | $2,154 | $1,564+37.7% | $2,420-11.0% | $2,755-21.8% |
| Participant deferral / active EE | $3,673 | $4,034-8.9% | $4,411-16.7% | $4,296-14.5% |
| Admin fee / account holder | $54,380 | $6,945+683.0% | $8,285+556.4% | $6,918+686.1% |