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 | $109,195 | $68,719+58.9% | $91,541+19.3% | $84,808+28.8% |
| Participation rate | 42.9% | 64.5%-21.6pp | 69.8%-26.9pp | 68.3%-25.5pp |
| Annual return | 17.66% | 19.12%-1.5pp | 20.50%-2.8pp | 40.90%-23.2pp |
| Employer contribution / active EE | $1,500 | $1,920-21.8% | $2,505-40.1% | $2,631-43.0% |
| Participant deferral / active EE | $4,668 | $3,136+48.8% | $4,008+16.5% | $4,212+10.8% |
| Admin fee / account holder | $3,223 | $5,786-44.3% | $6,956-53.7% | $7,344-56.1% |