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.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,040 | $81,632+20.1% | $70,449+39.2% | $158,922-38.3% |
| Participation rate | 60.0% | 77.7%-17.7pp | 75.1%-15.1pp | 82.0%-22.0pp |
| Annual return | 6.30% | 208.40%-202.1pp | 109.03%-102.7pp | 302.83%-296.5pp |
| Employer contribution / active EE | $2,892 | $3,217-10.1% | $2,737+5.7% | $4,761-39.3% |
| Participant deferral / active EE | $4,554 | $4,5540% | $3,709+22.8% | $5,982-23.9% |
| Admin fee / account holder | $9,564 | $6,193+54.4% | $3,845+148.7% | $11,246-15.0% |