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 | $217,643 | $109,881+98.1% | $150,045+45.1% | $84,808+156.6% |
| Participation rate | 65.6% | 76.1%-10.5pp | 82.3%-16.7pp | 68.3%-2.7pp |
| Annual return | 18.32% | 28.25%-9.9pp | 62.55%-44.2pp | 40.90%-22.6pp |
| Employer contribution / active EE | $3,514 | $3,561-1.3% | $4,693-25.1% | $2,631+33.5% |
| Participant deferral / active EE | $7,264 | $6,636+9.5% | $7,997-9.2% | $4,212+72.5% |
| Admin fee / account holder | $2,279 | $8,568-73.4% | $13,435-83.0% | $7,344-69.0% |