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 | $124,662 | $72,277+72.5% | $101,248+23.1% | $79,858+56.1% |
| Participation rate | 64.1% | 68.5%-4.4pp | 75.8%-11.7pp | 69.6%-5.5pp |
| Annual return | 13.61% | 22.30%-8.7pp | 46.47%-32.9pp | 31.71%-18.1pp |
| Employer contribution / active EE | $1,433 | $2,692-46.8% | $3,660-60.9% | $2,471-42.0% |
| Participant deferral / active EE | $2,394 | $3,282-27.1% | $4,370-45.2% | $3,740-36.0% |
| Admin fee / account holder | $1,131 | $4,400-74.3% | $5,945-81.0% | $5,306-78.7% |