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 | $189,870 | $106,584+78.1% | $101,326+87.4% | $142,382+33.4% |
| Participation rate | 58.8% | 82.7%-23.9pp | 81.5%-22.7pp | 80.1%-21.3pp |
| Annual return | 14.74% | 36.93%-22.2pp | 36.82%-22.1pp | 217.08%-202.3pp |
| Employer contribution / active EE | $2,526 | $3,956-36.1% | $3,665-31.1% | $4,299-41.2% |
| Participant deferral / active EE | $7,100 | $8,297-14.4% | $7,994-11.2% | $6,507+9.1% |
| Admin fee / account holder | $3,235 | $11,446-71.7% | $11,185-71.1% | $12,624-74.4% |