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 | $130,256 | $101,724+28.0% | $164,813-21.0% | $80,856+61.1% |
| Participation rate | 60.0% | 71.8%-11.8pp | 78.6%-18.6pp | 67.6%-7.6pp |
| Annual return | 13.07% | 16.72%-3.6pp | 69.93%-56.9pp | 35.59%-22.5pp |
| Employer contribution / active EE | $2,912 | $2,953-1.4% | $4,341-32.9% | $2,755+5.7% |
| Participant deferral / active EE | $6,796 | $4,477+51.8% | $6,031+12.7% | $4,296+58.2% |
| Admin fee / account holder | $6,779 | $8,227-17.6% | $12,690-46.6% | $6,918-2.0% |