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 | $84,039 | $78,422+7.2% | $95,952-12.4% | $79,858+5.2% |
| Participation rate | 52.2% | 73.5%-21.3pp | 77.1%-24.9pp | 69.6%-17.4pp |
| Annual return | 16.00% | 19.37%-3.4pp | 91.61%-75.6pp | 31.71%-15.7pp |
| Employer contribution / active EE | $1,760 | $1,945-9.5% | $2,541-30.7% | $2,471-28.8% |
| Participant deferral / active EE | $3,710 | $3,440+7.8% | $4,167-11.0% | $3,740-0.8% |
| Admin fee / account holder | $5,017 | $5,622-10.8% | $6,795-26.2% | $5,306-5.5% |