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 | $141,593 | $77,899+81.8% | $149,673-5.4% | $75,163+88.4% |
| Participation rate | 68.6% | 65.6%+3.0pp | 78.8%-10.2pp | 67.2%+1.4pp |
| Annual return | 17.41% | 31.72%-14.3pp | 134.42%-117.0pp | 160.62%-143.2pp |
| Employer contribution / active EE | $1,961 | $3,137-37.5% | $4,818-59.3% | $2,670-26.5% |
| Participant deferral / active EE | $3,536 | $3,411+3.7% | $5,680-37.8% | $4,125-14.3% |
| Admin fee / account holder | $7,356 | $5,956+23.5% | $13,210-44.3% | $5,651+30.2% |