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 | $82,056 | $57,016+43.9% | $84,966-3.4% | $80,856+1.5% |
| Participation rate | 55.8% | 56.3%-0.5pp | 67.5%-11.7pp | 67.6%-11.8pp |
| Annual return | 13.71% | 21.66%-8.0pp | 66.38%-52.7pp | 35.59%-21.9pp |
| Employer contribution / active EE | $2,497 | $1,798+38.9% | $2,727-8.5% | $2,755-9.4% |
| Participant deferral / active EE | $5,537 | $3,110+78.1% | $4,519+22.5% | $4,296+28.9% |
| Admin fee / account holder | $3,800 | $4,980-23.7% | $6,149-38.2% | $6,918-45.1% |