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 | $224,766 | $55,371+305.9% | $95,585+135.1% | $74,304+202.5% |
| Participation rate | 54.5% | 53.8%+0.6pp | 72.1%-17.6pp | 60.3%-5.9pp |
| Annual return | 16.56% | 24.26%-7.7pp | 38.56%-22.0pp | 29.43%-12.9pp |
| Employer contribution / active EE | $1,340 | $1,437-6.8% | $2,527-47.0% | $2,241-40.2% |
| Participant deferral / active EE | $4,068 | $2,955+37.7% | $4,023+1.1% | $3,767+8.0% |
| Admin fee / account holder | $4,772 | $2,620+82.1% | $6,127-22.1% | $2,969+60.7% |