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 | $116,697 | $93,571+24.7% | $135,903-14.1% | $75,163+55.3% |
| Participation rate | 66.2% | 75.2%-8.9pp | 81.9%-15.7pp | 67.2%-1.0pp |
| Annual return | 16.02% | 30.90%-14.9pp | 68.23%-52.2pp | 160.62%-144.6pp |
| Employer contribution / active EE | $2,955 | $3,537-16.5% | $4,856-39.2% | $2,670+10.7% |
| Participant deferral / active EE | $5,886 | $6,404-8.1% | $7,758-24.1% | $4,125+42.7% |
| Admin fee / account holder | $926 | $6,975-86.7% | $10,762-91.4% | $5,651-83.6% |