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 | $127,902 | $86,944+47.1% | $107,525+19.0% | $74,304+72.1% |
| Participation rate | 29.1% | 59.6%-30.5pp | 75.1%-46.0pp | 60.3%-31.3pp |
| Annual return | 13.90% | 23.52%-9.6pp | 181.32%-167.4pp | 29.43%-15.5pp |
| Employer contribution / active EE | $1,180 | $2,757-57.2% | $3,754-68.6% | $2,241-47.4% |
| Participant deferral / active EE | $2,211 | $3,554-37.8% | $5,116-56.8% | $3,767-41.3% |
| Admin fee / account holder | $1,206 | $3,727-67.7% | $8,919-86.5% | $2,969-59.4% |