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 | $233,281 | $84,414+176.4% | $164,813+41.5% | - |
| Participation rate | 50.5% | 69.4%-18.9pp | 78.6%-28.1pp | - |
| Annual return | 16.17% | 13.94%+2.2pp | 69.93%-53.8pp | - |
| Employer contribution / active EE | $1,848 | $2,400-23.0% | $4,341-57.4% | - |
| Participant deferral / active EE | $3,622 | $4,277-15.3% | $6,031-40.0% | - |
| Admin fee / account holder | $27,472 | $4,429+520.3% | $12,690+116.5% | - |