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 | $94,030 | $138,347-32.0% | $184,203-49.0% | $80,856+16.3% |
| Participation rate | 63.3% | 83.9%-20.6pp | 86.8%-23.6pp | 67.6%-4.4pp |
| Annual return | 20.50% | 20.02%+0.5pp | 28.81%-8.3pp | 35.59%-15.1pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $6,427-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $11,078 | $7,071+56.7% | $9,131+21.3% | $4,296+157.9% |
| Admin fee / account holder | $17,082 | $10,483+62.9% | $13,901+22.9% | $6,918+146.9% |