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 | $192,200 | $27,839+590.4% | $58,482+228.6% | $71,457+169.0% |
| Participation rate | 27.8% | 34.5%-6.8pp | 50.9%-23.1pp | 67.9%-40.1pp |
| Annual return | 16.70% | 26.81%-10.1pp | 4239.32%-4222.6pp | 28.85%-12.1pp |
| Employer contribution / active EE | $838 | $631+32.9% | $1,053-20.4% | $2,588-67.6% |
| Participant deferral / active EE | $2,244 | $1,206+86.1% | $1,924+16.7% | $4,289-47.7% |
| Admin fee / account holder | $19,537 | $1,641+1090.8% | $2,516+676.5% | $1,587+1130.8% |