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 | $69,351 | $59,101+17.3% | $77,163-10.1% | $75,163-7.7% |
| Participation rate | 57.1% | 63.9%-6.7pp | 69.6%-12.4pp | 67.2%-10.0pp |
| Annual return | 17.71% | 26.71%-9.0pp | 37.87%-20.2pp | 160.62%-142.9pp |
| Employer contribution / active EE | $1,254 | $1,995-37.1% | $2,535-50.5% | $2,670-53.0% |
| Participant deferral / active EE | $2,364 | $2,999-21.2% | $3,833-38.3% | $4,125-42.7% |
| Admin fee / account holder | $1,112 | $4,774-76.7% | $5,472-79.7% | $5,651-80.3% |