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 | $101,271 | $45,035+124.9% | $62,995+60.8% | $70,131+44.4% |
| Participation rate | 67.3% | 69.5%-2.3pp | 74.8%-7.5pp | 69.5%-2.3pp |
| Annual return | 11.28% | 18.76%-7.5pp | 87.57%-76.3pp | 73.14%-61.9pp |
| Employer contribution / active EE | $3,483 | $2,051+69.8% | $2,759+26.2% | $2,342+48.7% |
| Participant deferral / active EE | $1,899 | $2,465-23.0% | $3,329-43.0% | $3,332-43.0% |
| Admin fee / account holder | $1,086 | $2,834-61.7% | $3,600-69.8% | $4,645-76.6% |