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 | $186,769 | $80,968+130.7% | $96,544+93.5% | $75,163+148.5% |
| Participation rate | 63.9% | 71.8%-7.9pp | 76.0%-12.1pp | 67.2%-3.3pp |
| Annual return | 14.32% | 27.06%-12.7pp | 25.84%-11.5pp | 160.62%-146.3pp |
| Employer contribution / active EE | $2,687 | $2,282+17.7% | $2,965-9.4% | $2,670+0.6% |
| Participant deferral / active EE | $4,659 | $3,928+18.6% | $4,851-4.0% | $4,125+12.9% |
| Admin fee / account holder | $4,054 | $6,724-39.7% | $8,252-50.9% | $5,651-28.3% |