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 | $126,484 | $89,355+41.6% | $141,162-10.4% | $72,985+73.3% |
| Participation rate | 68.0% | 75.1%-7.1pp | 82.5%-14.5pp | 69.5%-1.5pp |
| Annual return | 22.18% | 111.85%-89.7pp | 71.39%-49.2pp | 81.00%-58.8pp |
| Employer contribution / active EE | $1,547 | $3,114-50.3% | $4,735-67.3% | $2,440-36.6% |
| Participant deferral / active EE | $5,070 | $5,418-6.4% | $6,709-24.4% | $3,607+40.5% |
| Admin fee / account holder | $14,277 | $5,958+139.6% | $10,261+39.1% | $5,124+178.6% |