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 | $162,898 | $72,012+126.2% | $185,823-12.3% | $79,858+104.0% |
| Participation rate | 47.1% | 65.8%-18.7pp | 78.0%-31.0pp | 69.6%-22.6pp |
| Annual return | 18.27% | 23.12%-4.9pp | 35.95%-17.7pp | 31.71%-13.4pp |
| Employer contribution / active EE | $570 | $1,965-71.0% | $4,087-86.0% | $2,471-76.9% |
| Participant deferral / active EE | $2,271 | $3,779-39.9% | $5,632-59.7% | $3,740-39.3% |
| Admin fee / account holder | $10,531 | $4,513+133.4% | $9,500+10.8% | $5,306+98.5% |