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 | $105,672 | $71,050+48.7% | $93,606+12.9% | $80,856+30.7% |
| Participation rate | 56.2% | 60.4%-4.2pp | 68.7%-12.6pp | 67.6%-11.5pp |
| Annual return | 12.54% | 11.26%+1.3pp | 133.20%-120.7pp | 35.59%-23.1pp |
| Employer contribution / active EE | $1,264 | $1,564-19.2% | $2,420-47.8% | $2,755-54.1% |
| Participant deferral / active EE | $3,053 | $4,034-24.3% | $4,411-30.8% | $4,296-28.9% |
| Admin fee / account holder | $6,444 | $6,945-7.2% | $8,285-22.2% | $6,918-6.8% |