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 | $113,492 | $96,484+17.6% | $156,263-27.4% | $74,304+52.7% |
| Participation rate | 48.9% | 67.7%-18.8pp | 78.9%-30.0pp | 60.3%-11.4pp |
| Annual return | 14.44% | 17.73%-3.3pp | 59.47%-45.0pp | 29.43%-15.0pp |
| Employer contribution / active EE | $1,320 | $2,528-47.8% | $4,333-69.5% | $2,241-41.1% |
| Participant deferral / active EE | $3,382 | $4,286-21.1% | $6,158-45.1% | $3,767-10.2% |
| Admin fee / account holder | $1,356 | $3,728-63.6% | $14,255-90.5% | $2,969-54.3% |