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 | $134,108 | $81,248+65.1% | $155,509-13.8% | $80,856+65.9% |
| Participation rate | 32.8% | 66.2%-33.5pp | 78.2%-45.4pp | 67.6%-34.9pp |
| Annual return | 16.59% | 33.31%-16.7pp | 64.67%-48.1pp | 35.59%-19.0pp |
| Employer contribution / active EE | $1,042 | $3,100-66.4% | $4,672-77.7% | $2,755-62.2% |
| Participant deferral / active EE | $2,577 | $3,452-25.3% | $5,626-54.2% | $4,296-40.0% |
| Admin fee / account holder | $3,108 | $7,997-61.1% | $15,912-80.5% | $6,918-55.1% |