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 | $121,066 | $66,098+83.2% | $101,794+18.9% | $74,304+62.9% |
| Participation rate | 35.8% | 53.8%-17.9pp | 69.2%-33.4pp | 60.3%-24.5pp |
| Annual return | 13.82% | 19.59%-5.8pp | 30.53%-16.7pp | 29.43%-15.6pp |
| Employer contribution / active EE | $628 | $1,082-41.9% | $2,289-72.6% | $2,241-72.0% |
| Participant deferral / active EE | $1,760 | $2,781-36.7% | $4,084-56.9% | $3,767-53.3% |
| Admin fee / account holder | $6,197 | $4,146+49.5% | $8,777-29.4% | $2,969+108.7% |