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 | $239,101 | $68,719+247.9% | $91,541+161.2% | $84,808+181.9% |
| Participation rate | 19.6% | 64.5%-44.9pp | 69.8%-50.2pp | 68.3%-48.7pp |
| Annual return | 19.10% | 19.12%0pp | 20.50%-1.4pp | 40.90%-21.8pp |
| Employer contribution / active EE | $952 | $1,920-50.4% | $2,505-62.0% | $2,631-63.8% |
| Participant deferral / active EE | $2,042 | $3,136-34.9% | $4,008-49.0% | $4,212-51.5% |
| Admin fee / account holder | $4,215 | $5,786-27.2% | $6,956-39.4% | $7,344-42.6% |