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 | $170,533 | $67,606+152.2% | $82,313+107.2% | $70,131+143.2% |
| Participation rate | 67.7% | 72.8%-5.0pp | 76.9%-9.2pp | 69.5%-1.8pp |
| Annual return | 12.62% | 21.57%-8.9pp | 25.88%-13.3pp | 73.14%-60.5pp |
| Employer contribution / active EE | $918 | $1,755-47.7% | $2,428-62.2% | $2,342-60.8% |
| Participant deferral / active EE | $2,617 | $2,987-12.4% | $3,706-29.4% | $3,332-21.5% |
| Admin fee / account holder | $575 | $4,512-87.2% | $5,608-89.7% | $4,645-87.6% |