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 | $108,015 | $56,897+89.8% | $84,750+27.5% | $62,891+71.7% |
| Participation rate | 61.0% | 68.5%-7.5pp | 76.6%-15.6pp | 69.3%-8.3pp |
| Annual return | 10.08% | 6.30%+3.8pp | 22.78%-12.7pp | 20.14%-10.1pp |
| Employer contribution / active EE | $1,693 | $2,400-29.4% | $3,574-52.6% | $2,281-25.8% |
| Participant deferral / active EE | $2,956 | $2,709+9.1% | $3,712-20.4% | $3,203-7.7% |
| Admin fee / account holder | $3,611 | $3,581+0.8% | $5,332-32.3% | $4,296-15.9% |