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 | $98,234 | $74,927+31.1% | $101,794-3.5% | $84,808+15.8% |
| Participation rate | 46.9% | 61.4%-14.5pp | 69.2%-22.3pp | 68.3%-21.4pp |
| Annual return | 17.77% | 18.70%-0.9pp | 30.53%-12.8pp | 40.90%-23.1pp |
| Employer contribution / active EE | $1,116 | $1,522-26.7% | $2,289-51.2% | $2,631-57.6% |
| Participant deferral / active EE | $2,128 | $3,099-31.3% | $4,084-47.9% | $4,212-49.5% |
| Admin fee / account holder | $6,053 | $6,514-7.1% | $8,777-31.0% | $7,344-17.6% |