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 | $141,395 | $86,944+62.6% | $107,525+31.5% | $74,304+90.3% |
| Participation rate | 51.0% | 59.6%-8.6pp | 75.1%-24.1pp | 60.3%-9.3pp |
| Annual return | 15.57% | 23.52%-7.9pp | 181.32%-165.7pp | 29.43%-13.9pp |
| Employer contribution / active EE | $1,232 | $2,757-55.3% | $3,754-67.2% | $2,241-45.0% |
| Participant deferral / active EE | $4,639 | $3,554+30.5% | $5,116-9.3% | $3,767+23.1% |
| Admin fee / account holder | $16,679 | $3,727+347.6% | $8,919+87.0% | $2,969+461.8% |