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 | $175,262 | $117,983+48.5% | $101,794+72.2% | $142,382+23.1% |
| Participation rate | 57.9% | 74.2%-16.3pp | 69.2%-11.3pp | 80.1%-22.2pp |
| Annual return | 15.37% | 36.92%-21.5pp | 30.53%-15.2pp | 217.08%-201.7pp |
| Employer contribution / active EE | $2,045 | $2,773-26.2% | $2,289-10.7% | $4,299-52.4% |
| Participant deferral / active EE | $5,385 | $4,714+14.2% | $4,084+31.9% | $6,507-17.2% |
| Admin fee / account holder | $2,189 | $10,433-79.0% | $8,777-75.1% | $12,624-82.7% |