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 3-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 | $198,530 | $109,881+80.7% | $150,045+32.3% | $84,808+134.1% |
| Participation rate | 52.9% | 76.1%-23.1pp | 82.3%-29.4pp | 68.3%-15.4pp |
| Annual return | 17.52% | 28.25%-10.7pp | 62.55%-45.0pp | 40.90%-23.4pp |
| Employer contribution / active EE | $859 | $3,561-75.9% | $4,693-81.7% | $2,631-67.4% |
| Participant deferral / active EE | $5,670 | $6,636-14.6% | $7,997-29.1% | $4,212+34.6% |
| Admin fee / account holder | $1,149 | $8,568-86.6% | $13,435-91.5% | $7,344-84.4% |