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 | $180,654 | $95,803+88.6% | $113,168+59.6% | $84,808+113.0% |
| Participation rate | 59.4% | 72.9%-13.5pp | 76.6%-17.2pp | 68.3%-8.9pp |
| Annual return | 18.04% | 25.00%-7.0pp | 24.27%-6.2pp | 40.90%-22.9pp |
| Employer contribution / active EE | $1,850 | $2,360-21.6% | $2,975-37.8% | $2,631-29.7% |
| Participant deferral / active EE | $4,951 | $4,242+16.7% | $5,107-3.0% | $4,212+17.6% |
| Admin fee / account holder | $12,588 | $8,989+40.0% | $12,068+4.3% | $7,344+71.4% |