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 | $84,984 | $86,929-2.2% | $102,423-17.0% | $80,856+5.1% |
| Participation rate | 69.8% | 72.4%-2.6pp | 76.5%-6.7pp | 67.6%+2.2pp |
| Annual return | 12.32% | 18.88%-6.6pp | 29.32%-17.0pp | 35.59%-23.3pp |
| Employer contribution / active EE | $793 | $2,369-66.5% | $3,023-73.8% | $2,755-71.2% |
| Participant deferral / active EE | $3,067 | $4,118-25.5% | $5,053-39.3% | $4,296-28.6% |
| Admin fee / account holder | $4,962 | $8,049-38.3% | $9,451-47.5% | $6,918-28.3% |