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 | $122,446 | $109,881+11.4% | $150,045-18.4% | $84,808+44.4% |
| Participation rate | 46.7% | 76.1%-29.3pp | 82.3%-35.6pp | 68.3%-21.6pp |
| Annual return | 14.99% | 28.25%-13.3pp | 62.55%-47.6pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,797 | $3,561-49.5% | $4,693-61.7% | $2,631-31.7% |
| Participant deferral / active EE | $3,094 | $6,636-53.4% | $7,997-61.3% | $4,212-26.5% |
| Admin fee / account holder | $6,855 | $8,568-20.0% | $13,435-49.0% | $7,344-6.7% |