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 | $111,864 | $72,277+54.8% | $101,248+10.5% | $79,858+40.1% |
| Participation rate | 43.1% | 68.5%-25.4pp | 75.8%-32.7pp | 69.6%-26.5pp |
| Annual return | 12.91% | 22.30%-9.4pp | 46.47%-33.6pp | 31.71%-18.8pp |
| Employer contribution / active EE | $1,159 | $2,692-56.9% | $3,660-68.3% | $2,471-53.1% |
| Participant deferral / active EE | $3,152 | $3,282-3.9% | $4,370-27.9% | $3,740-15.7% |
| Admin fee / account holder | $6,310 | $4,400+43.4% | $5,945+6.1% | $5,306+18.9% |