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 | $214,315 | $74,927+186.0% | $101,794+110.5% | $84,808+152.7% |
| Participation rate | 52.6% | 61.4%-8.8pp | 69.2%-16.6pp | 68.3%-15.7pp |
| Annual return | 19.96% | 18.70%+1.3pp | 30.53%-10.6pp | 40.90%-20.9pp |
| Employer contribution / active EE | $1,602 | $1,522+5.3% | $2,289-30.0% | $2,631-39.1% |
| Participant deferral / active EE | $3,947 | $3,099+27.3% | $4,084-3.4% | $4,212-6.3% |
| Admin fee / account holder | $3,655 | $6,514-43.9% | $8,777-58.4% | $7,344-50.2% |