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 | $102,636 | $83,477+23.0% | $125,175-18.0% | $72,985+40.6% |
| Participation rate | 57.7% | 73.3%-15.6pp | 79.8%-22.1pp | 69.5%-11.8pp |
| Annual return | 35.52% | 25.78%+9.7pp | 43.79%-8.3pp | 81.00%-45.5pp |
| Employer contribution / active EE | $1,187 | $2,345-49.4% | $3,865-69.3% | $2,440-51.4% |
| Participant deferral / active EE | $3,327 | $3,585-7.2% | $4,937-32.6% | $3,607-7.8% |
| Admin fee / account holder | $4,336 | $5,517-21.4% | $9,702-55.3% | $5,124-15.4% |