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 | $93,729 | $65,365+43.4% | $92,893+0.9% | $72,985+28.4% |
| Participation rate | 10.0% | 68.3%-58.3pp | 76.0%-66.0pp | 69.5%-59.5pp |
| Annual return | 21.71% | 42.10%-20.4pp | 109.41%-87.7pp | 81.00%-59.3pp |
| Employer contribution / active EE | $608 | $2,594-76.6% | $3,653-83.4% | $2,440-75.1% |
| Participant deferral / active EE | $1,639 | $3,128-47.6% | $4,236-61.3% | $3,607-54.6% |
| Admin fee / account holder | $17,463 | $4,251+310.8% | $5,794+201.4% | $5,124+240.8% |