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 | $168,967 | $74,927+125.5% | $101,794+66.0% | $84,808+99.2% |
| Participation rate | 52.2% | 61.4%-9.2pp | 69.2%-16.9pp | 68.3%-16.1pp |
| Annual return | 14.28% | 18.70%-4.4pp | 30.53%-16.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,282 | $3,099+5.9% | $4,084-19.6% | $4,212-22.1% |
| Admin fee / account holder | $3,600 | $6,514-44.7% | $8,777-59.0% | $7,344-51.0% |