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 | $86,989 | $74,927+16.1% | $101,794-14.5% | $84,808+2.6% |
| Participation rate | 50.0% | 61.4%-11.4pp | 69.2%-19.2pp | 68.3%-18.3pp |
| Annual return | 13.35% | 18.70%-5.4pp | 30.53%-17.2pp | 40.90%-27.5pp |
| Employer contribution / active EE | $935 | $1,522-38.5% | $2,289-59.1% | $2,631-64.5% |
| Participant deferral / active EE | $1,725 | $3,099-44.3% | $4,084-57.8% | $4,212-59.0% |
| Admin fee / account holder | $3,703 | $6,514-43.1% | $8,777-57.8% | $7,344-49.6% |