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 | $161,374 | $80,717+99.9% | $154,803+4.2% | $84,808+90.3% |
| Participation rate | 32.3% | 66.8%-34.6pp | 78.1%-45.8pp | 68.3%-36.1pp |
| Annual return | 17.54% | 37.96%-20.4pp | 58.88%-41.3pp | 40.90%-23.4pp |
| Employer contribution / active EE | $767 | $2,761-72.2% | $4,305-82.2% | $2,631-70.9% |
| Participant deferral / active EE | $1,890 | $3,303-42.8% | $5,540-65.9% | $4,212-55.1% |
| Admin fee / account holder | $1,459 | $6,746-78.4% | $14,329-89.8% | $7,344-80.1% |