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 | $150,186 | $138,347+8.6% | $184,203-18.5% | $80,856+85.7% |
| Participation rate | 48.8% | 83.9%-35.1pp | 86.8%-38.0pp | 67.6%-18.9pp |
| Annual return | 16.14% | 20.02%-3.9pp | 28.81%-12.7pp | 35.59%-19.5pp |
| Employer contribution / active EE | $2,726 | $4,850-43.8% | $6,427-57.6% | $2,755-1.1% |
| Participant deferral / active EE | $5,035 | $7,071-28.8% | $9,131-44.9% | $4,296+17.2% |
| Admin fee / account holder | $10,646 | $10,483+1.5% | $13,901-23.4% | $6,918+53.9% |