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 | $65,731 | $58,512+12.3% | $84,015-21.8% | $72,985-9.9% |
| Participation rate | 48.6% | 61.2%-12.6pp | 69.0%-20.4pp | 69.5%-20.8pp |
| Annual return | 19.54% | 28.93%-9.4pp | 71.31%-51.8pp | 81.00%-61.5pp |
| Employer contribution / active EE | $313 | $1,163-73.1% | $1,983-84.2% | $2,440-87.2% |
| Participant deferral / active EE | $2,556 | $2,394+6.8% | $3,239-21.1% | $3,607-29.1% |
| Admin fee / account holder | $22,697 | $4,569+396.8% | $6,101+272.0% | $5,124+342.9% |