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 | $212,973 | $60,022+254.8% | $88,946+139.4% | $84,808+151.1% |
| Participation rate | 65.3% | 57.8%+7.5pp | 68.8%-3.5pp | 68.3%-3.0pp |
| Annual return | 14.72% | 22.43%-7.7pp | 57.82%-43.1pp | 40.90%-26.2pp |
| Employer contribution / active EE | $923 | $1,703-45.8% | $2,555-63.9% | $2,631-64.9% |
| Participant deferral / active EE | $8,887 | $3,114+185.4% | $4,581+94.0% | $4,212+111.0% |
| Admin fee / account holder | $78,893 | $4,811+1539.9% | $8,261+855.0% | $7,344+974.3% |