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 | $75,350 | $80,673-6.6% | $101,326-25.6% | $84,808-11.2% |
| Participation rate | 66.7% | 77.8%-11.1pp | 81.5%-14.8pp | 68.3%-1.6pp |
| Annual return | 14.63% | 38.95%-24.3pp | 36.82%-22.2pp | 40.90%-26.3pp |
| Employer contribution / active EE | $2,179 | $2,698-19.2% | $3,665-40.6% | $2,631-17.2% |
| Participant deferral / active EE | $4,805 | $6,840-29.8% | $7,994-39.9% | $4,212+14.1% |
| Admin fee / account holder | $20,000 | $12,784+56.4% | $11,185+78.8% | $7,344+172.3% |