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 | $56,283 | $47,922+17.4% | $75,886-25.8% | $65,185-13.7% |
| Participation rate | 50.0% | 63.0%-13.0pp | 69.3%-19.3pp | 70.2%-20.2pp |
| Annual return | 26.69% | 24.12%+2.6pp | 30.76%-4.1pp | 29.38%-2.7pp |
| Employer contribution / active EE | $1,101 | $1,557-29.3% | $2,500-56.0% | $2,177-49.4% |
| Participant deferral / active EE | $1,802 | $2,550-29.3% | $3,603-50.0% | $3,514-48.7% |
| Admin fee / account holder | $1,103 | $532+107.4% | $5,418-79.7% | $847+30.2% |