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 | $166,169 | $60,022+176.8% | $88,946+86.8% | $84,808+95.9% |
| Participation rate | 13.5% | 57.8%-44.3pp | 68.8%-55.3pp | 68.3%-54.8pp |
| Annual return | 14.40% | 22.43%-8.0pp | 57.82%-43.4pp | 40.90%-26.5pp |
| Employer contribution / active EE | $457 | $1,703-73.1% | $2,555-82.1% | $2,631-82.6% |
| Participant deferral / active EE | $2,030 | $3,114-34.8% | $4,581-55.7% | $4,212-51.8% |
| Admin fee / account holder | $917 | $4,811-80.9% | $8,261-88.9% | $7,344-87.5% |