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 | $121,827 | $80,717+50.9% | $154,803-21.3% | $84,808+43.7% |
| Participation rate | 68.9% | 66.8%+2.1pp | 78.1%-9.2pp | 68.3%+0.6pp |
| Annual return | 17.54% | 37.96%-20.4pp | 58.88%-41.3pp | 40.90%-23.4pp |
| Employer contribution / active EE | $3,726 | $2,761+34.9% | $4,305-13.5% | $2,631+41.6% |
| Participant deferral / active EE | $7,759 | $3,303+134.9% | $5,540+40.0% | $4,212+84.2% |
| Admin fee / account holder | $23,340 | $6,746+246.0% | $14,329+62.9% | $7,344+217.8% |