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 | $125,184 | $52,836+136.9% | $105,738+18.4% | $64,186+95.0% |
| Participation rate | 66.7% | 66.5%+0.1pp | 76.3%-9.7pp | 69.6%-2.9pp |
| Annual return | -6.64% | 14.30%-20.9pp | 6.27%-12.9pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,433 | $1,827-21.5% | $3,268-56.1% | $2,381-39.8% |
| Participant deferral / active EE | $1,559 | $2,545-38.8% | $4,080-61.8% | $3,470-55.1% |
| Admin fee / account holder | $7,357 | $3,959+85.9% | $6,913+6.4% | $4,888+50.5% |