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 | $70,414 | $39,019+80.5% | $80,716-12.8% | $85,850-18.0% |
| Participation rate | 30.0% | 41.5%-11.5pp | 54.2%-24.2pp | 69.3%-39.3pp |
| Annual return | 12.01% | 26.27%-14.3pp | 87.28%-75.3pp | 318.53%-306.5pp |
| Employer contribution / active EE | $727 | $722+0.7% | $1,160-37.3% | $2,565-71.7% |
| Participant deferral / active EE | $1,687 | $1,326+27.2% | $2,146-21.4% | $3,952-57.3% |
| Admin fee / account holder | $2,134 | $2,431-12.2% | $3,380-36.9% | $6,260-65.9% |