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 | $71,120 | $74,927-5.1% | $101,794-30.1% | $84,808-16.1% |
| Participation rate | 52.8% | 61.4%-8.6pp | 69.2%-16.4pp | 68.3%-15.5pp |
| Annual return | 16.13% | 18.70%-2.6pp | 30.53%-14.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $434 | $1,522-71.5% | $2,289-81.1% | $2,631-83.5% |
| Participant deferral / active EE | $3,413 | $3,099+10.1% | $4,084-16.4% | $4,212-19.0% |
| Admin fee / account holder | $1,675 | $6,514-74.3% | $8,777-80.9% | $7,344-77.2% |