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 | $140,380 | $93,571+50.0% | $135,903+3.3% | $75,163+86.8% |
| Participation rate | 51.4% | 75.2%-23.8pp | 81.9%-30.5pp | 67.2%-15.8pp |
| Annual return | 33.20% | 30.90%+2.3pp | 68.23%-35.0pp | 160.62%-127.4pp |
| Employer contribution / active EE | $1,544 | $3,537-56.4% | $4,856-68.2% | $2,670-42.2% |
| Participant deferral / active EE | $2,936 | $6,404-54.2% | $7,758-62.2% | $4,125-28.8% |
| Admin fee / account holder | $2,607 | $6,975-62.6% | $10,762-75.8% | $5,651-53.9% |