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 | $80,016 | $59,839+33.7% | $81,983-2.4% | $79,858+0.2% |
| Participation rate | 50.6% | 61.6%-11.0pp | 69.2%-18.7pp | 69.6%-19.1pp |
| Annual return | 27.92% | 17.56%+10.4pp | 41.31%-13.4pp | 31.71%-3.8pp |
| Employer contribution / active EE | $820 | $1,713-52.1% | $2,498-67.2% | $2,471-66.8% |
| Participant deferral / active EE | $3,053 | $2,695+13.3% | $3,722-18.0% | $3,740-18.4% |
| Admin fee / account holder | $3,267 | $4,287-23.8% | $5,664-42.3% | $5,306-38.4% |