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 | $92,469 | $79,694+16.0% | $96,139-3.8% | $79,386+16.5% |
| Participation rate | 20.4% | 54.0%-33.6pp | 68.4%-48.1pp | 70.7%-50.3pp |
| Annual return | 17.27% | 40.84%-23.6pp | 191.94%-174.7pp | 116.85%-99.6pp |
| Employer contribution / active EE | $549 | $1,443-62.0% | $2,797-80.4% | $2,427-77.4% |
| Participant deferral / active EE | $1,198 | $2,539-52.8% | $4,349-72.4% | $4,046-70.4% |
| Admin fee / account holder | $5,892 | $630+834.9% | $5,537+6.4% | $626+840.5% |