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 | $136,381 | $74,927+82.0% | $101,794+34.0% | $84,808+60.8% |
| Participation rate | 44.4% | 61.4%-17.0pp | 69.2%-24.7pp | 68.3%-23.9pp |
| Annual return | 16.41% | 18.70%-2.3pp | 30.53%-14.1pp | 40.90%-24.5pp |
| Employer contribution / active EE | $1,069 | $1,522-29.7% | $2,289-53.3% | $2,631-59.4% |
| Participant deferral / active EE | $3,919 | $3,099+26.5% | $4,084-4.0% | $4,212-6.9% |
| Admin fee / account holder | $3,547 | $6,514-45.5% | $8,777-59.6% | $7,344-51.7% |