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 | $113,244 | $109,881+3.1% | $150,045-24.5% | $84,808+33.5% |
| Participation rate | 52.4% | 76.1%-23.7pp | 82.3%-29.9pp | 68.3%-15.9pp |
| Annual return | 15.10% | 28.25%-13.1pp | 62.55%-47.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,886 | $3,561-47.1% | $4,693-59.8% | $2,631-28.3% |
| Participant deferral / active EE | $4,301 | $6,636-35.2% | $7,997-46.2% | $4,212+2.1% |
| Admin fee / account holder | $9,629 | $8,568+12.4% | $13,435-28.3% | $7,344+31.1% |