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 | $177,986 | $77,899+128.5% | $149,673+18.9% | $75,163+136.8% |
| Participation rate | 55.4% | 65.6%-10.2pp | 78.8%-23.4pp | 67.2%-11.8pp |
| Annual return | 17.21% | 31.72%-14.5pp | 134.42%-117.2pp | 160.62%-143.4pp |
| Employer contribution / active EE | $2,106 | $3,137-32.9% | $4,818-56.3% | $2,670-21.1% |
| Participant deferral / active EE | $3,553 | $3,411+4.2% | $5,680-37.5% | $4,125-13.9% |
| Admin fee / account holder | $4,395 | $5,956-26.2% | $13,210-66.7% | $5,651-22.2% |