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 | $84,828 | $94,625-10.4% | $116,228-27.0% | $84,8080% |
| Participation rate | 68.3% | 70.4%-2.2pp | 74.6%-6.3pp | 68.3%0pp |
| Annual return | 14.77% | 20.40%-5.6pp | 90.06%-75.3pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,608 | $2,347-31.5% | $2,994-46.3% | $2,631-38.9% |
| Participant deferral / active EE | $2,929 | $3,972-26.3% | $4,953-40.9% | $4,212-30.5% |
| Admin fee / account holder | $7,397 | $10,091-26.7% | $11,989-38.3% | $7,344+0.7% |