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 | $238,449 | $96,484+147.1% | $156,263+52.6% | $74,304+220.9% |
| Participation rate | 46.5% | 67.7%-21.1pp | 78.9%-32.4pp | 60.3%-13.8pp |
| Annual return | 13.93% | 17.73%-3.8pp | 59.47%-45.5pp | 29.43%-15.5pp |
| Employer contribution / active EE | $2,274 | $2,528-10.0% | $4,333-47.5% | $2,241+1.5% |
| Participant deferral / active EE | $3,562 | $4,286-16.9% | $6,158-42.2% | $3,767-5.4% |
| Admin fee / account holder | $34,108 | $3,728+815.0% | $14,255+139.3% | $2,969+1048.9% |