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 | $42,370 | $55,706-23.9% | $75,886-44.2% | $72,985-41.9% |
| Participation rate | 67.7% | 61.1%+6.6pp | 69.3%-1.5pp | 69.5%-1.7pp |
| Annual return | 24.74% | 27.59%-2.9pp | 30.76%-6.0pp | 81.00%-56.3pp |
| Employer contribution / active EE | $3,902 | $1,687+131.4% | $2,500+56.1% | $2,440+59.9% |
| Participant deferral / active EE | $3,075 | $2,634+16.7% | $3,603-14.7% | $3,607-14.8% |
| Admin fee / account holder | $912 | $3,978-77.1% | $5,418-83.2% | $5,124-82.2% |