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 | $104,386 | $74,927+39.3% | $101,794+2.5% | $84,808+23.1% |
| Participation rate | 53.2% | 61.4%-8.2pp | 69.2%-16.0pp | 68.3%-15.1pp |
| Annual return | 15.76% | 18.70%-2.9pp | 30.53%-14.8pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,187 | $1,522-22.0% | $2,289-48.1% | $2,631-54.9% |
| Participant deferral / active EE | $3,011 | $3,099-2.8% | $4,084-26.3% | $4,212-28.5% |
| Admin fee / account holder | $7,656 | $6,514+17.5% | $8,777-12.8% | $7,344+4.2% |