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 | $229,550 | $64,480+256.0% | $81,382+182.1% | $80,856+183.9% |
| Participation rate | 23.5% | 63.9%-40.3pp | 69.5%-46.0pp | 67.6%-44.1pp |
| Annual return | 17.04% | 16.34%+0.7pp | 24.73%-7.7pp | 35.59%-18.6pp |
| Employer contribution / active EE | $686 | $1,978-65.3% | $2,463-72.2% | $2,755-75.1% |
| Participant deferral / active EE | $3,709 | $3,094+19.9% | $3,883-4.5% | $4,296-13.7% |
| Admin fee / account holder | $4,274 | $5,671-24.6% | $5,768-25.9% | $6,918-38.2% |