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 | $212,948 | $58,512+263.9% | $84,015+153.5% | $72,985+191.8% |
| Participation rate | 43.1% | 61.2%-18.1pp | 69.0%-25.9pp | 69.5%-26.3pp |
| Annual return | 22.86% | 28.93%-6.1pp | 71.31%-48.4pp | 81.00%-58.1pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,129 | $2,394+30.7% | $3,239-3.4% | $3,607-13.3% |
| Admin fee / account holder | $10,104 | $4,569+121.2% | $6,101+65.6% | $5,124+97.2% |