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 | $133,343 | $55,706+139.4% | $75,886+75.7% | $72,985+82.7% |
| Participation rate | 56.0% | 61.1%-5.1pp | 69.3%-13.3pp | 69.5%-13.5pp |
| Annual return | 17.84% | 27.59%-9.8pp | 30.76%-12.9pp | 81.00%-63.2pp |
| Employer contribution / active EE | $1,204 | $1,687-28.6% | $2,500-51.9% | $2,440-50.7% |
| Participant deferral / active EE | $2,068 | $2,634-21.5% | $3,603-42.6% | $3,607-42.7% |
| Admin fee / account holder | $4,659 | $3,978+17.1% | $5,418-14.0% | $5,124-9.1% |