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 | $101,420 | $58,523+73.3% | $99,443+2.0% | $72,985+39.0% |
| Participation rate | 66.7% | 64.6%+2.0pp | 73.8%-7.2pp | 69.5%-2.8pp |
| Annual return | 18.80% | 28.51%-9.7pp | 30.72%-11.9pp | 81.00%-62.2pp |
| Employer contribution / active EE | $1,659 | $1,512+9.7% | $2,540-34.7% | $2,440-32.0% |
| Participant deferral / active EE | $3,906 | $2,606+49.9% | $3,619+7.9% | $3,607+8.3% |
| Admin fee / account holder | $4,778 | $4,102+16.5% | $6,250-23.6% | $5,124-6.8% |