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 | $120,768 | $94,625+27.6% | $116,228+3.9% | $84,808+42.4% |
| Participation rate | 66.3% | 70.4%-4.1pp | 74.6%-8.2pp | 68.3%-2.0pp |
| Annual return | 18.01% | 20.40%-2.4pp | 90.06%-72.1pp | 40.90%-22.9pp |
| Employer contribution / active EE | $1,835 | $2,347-21.8% | $2,994-38.7% | $2,631-30.3% |
| Participant deferral / active EE | $4,429 | $3,972+11.5% | $4,953-10.6% | $4,212+5.2% |
| Admin fee / account holder | $8,744 | $10,091-13.4% | $11,989-27.1% | $7,344+19.1% |