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 | $85,273 | $78,705+8.3% | $117,854-27.6% | $70,131+21.6% |
| Participation rate | 69.2% | 73.2%-4.0pp | 79.7%-10.4pp | 69.5%-0.3pp |
| Annual return | 13.21% | 23.30%-10.1pp | 335.08%-321.9pp | 73.14%-59.9pp |
| Employer contribution / active EE | $1,485 | $2,223-33.2% | $3,786-60.8% | $2,342-36.6% |
| Participant deferral / active EE | $3,453 | $3,297+4.7% | $4,482-22.9% | $3,332+3.7% |
| Admin fee / account holder | $6,370 | $5,065+25.8% | $8,020-20.6% | $4,645+37.1% |