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 | $132,893 | $95,803+38.7% | $113,168+17.4% | $84,808+56.7% |
| Participation rate | 61.9% | 72.9%-11.0pp | 76.6%-14.7pp | 68.3%-6.4pp |
| Annual return | 13.32% | 25.00%-11.7pp | 24.27%-10.9pp | 40.90%-27.6pp |
| Employer contribution / active EE | $723 | $2,360-69.4% | $2,975-75.7% | $2,631-72.5% |
| Participant deferral / active EE | $4,782 | $4,242+12.7% | $5,107-6.4% | $4,212+13.5% |
| Admin fee / account holder | $628 | $8,989-93.0% | $12,068-94.8% | $7,344-91.5% |