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 | $67,074 | $66,098+1.5% | $101,794-34.1% | $74,304-9.7% |
| Participation rate | 53.0% | 53.8%-0.8pp | 69.2%-16.2pp | 60.3%-7.4pp |
| Annual return | 15.37% | 19.59%-4.2pp | 30.53%-15.2pp | 29.43%-14.1pp |
| Employer contribution / active EE | $1,418 | $1,082+31.1% | $2,289-38.0% | $2,241-36.7% |
| Participant deferral / active EE | $3,079 | $2,781+10.7% | $4,084-24.6% | $3,767-18.3% |
| Admin fee / account holder | $10,688 | $4,146+157.8% | $8,777+21.8% | $2,969+260.0% |