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 | $101,550 | $46,553+118.1% | $64,056+58.5% | $75,163+35.1% |
| Participation rate | 50.6% | 65.9%-15.3pp | 72.3%-21.7pp | 67.2%-16.6pp |
| Annual return | 14.00% | 26.03%-12.0pp | 33.69%-19.7pp | 160.62%-146.6pp |
| Employer contribution / active EE | $1,413 | $1,974-28.4% | $2,747-48.6% | $2,670-47.1% |
| Participant deferral / active EE | $2,396 | $2,837-15.5% | $3,880-38.2% | $4,125-41.9% |
| Admin fee / account holder | $892 | $2,952-69.8% | $3,068-70.9% | $5,651-84.2% |