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 | $75,994 | $72,277+5.1% | $101,248-24.9% | $79,858-4.8% |
| Participation rate | 54.5% | 68.5%-13.9pp | 75.8%-21.3pp | 69.6%-15.1pp |
| Annual return | 20.53% | 22.30%-1.8pp | 46.47%-25.9pp | 31.71%-11.2pp |
| Employer contribution / active EE | $3,182 | $2,692+18.2% | $3,660-13.0% | $2,471+28.8% |
| Participant deferral / active EE | $8,657 | $3,282+163.8% | $4,370+98.1% | $3,740+131.5% |
| Admin fee / account holder | $3,051 | $4,400-30.7% | $5,945-48.7% | $5,306-42.5% |