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 | $141,793 | $91,552+54.9% | $133,956+5.9% | $79,858+77.6% |
| Participation rate | 57.7% | 73.3%-15.7pp | 79.8%-22.1pp | 69.6%-11.9pp |
| Annual return | 13.32% | 61.85%-48.5pp | 45.09%-31.8pp | 31.71%-18.4pp |
| Employer contribution / active EE | $653 | $2,384-72.6% | $3,919-83.3% | $2,471-73.6% |
| Participant deferral / active EE | $3,049 | $3,733-18.3% | $5,048-39.6% | $3,740-18.5% |
| Admin fee / account holder | $16,140 | $6,321+155.3% | $8,927+80.8% | $5,306+204.2% |