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 | $135,107 | $86,929+55.4% | $102,423+31.9% | $80,856+67.1% |
| Participation rate | 61.8% | 72.4%-10.6pp | 76.5%-14.7pp | 67.6%-5.8pp |
| Annual return | 11.43% | 18.88%-7.4pp | 29.32%-17.9pp | 35.59%-24.2pp |
| Employer contribution / active EE | $1,389 | $2,369-41.4% | $3,023-54.0% | $2,755-49.6% |
| Participant deferral / active EE | $3,557 | $4,118-13.6% | $5,053-29.6% | $4,296-17.2% |
| Admin fee / account holder | $7,278 | $8,049-9.6% | $9,451-23.0% | $6,918+5.2% |