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 | $76,281 | $67,606+12.8% | $82,313-7.3% | $70,131+8.8% |
| Participation rate | 56.7% | 72.8%-16.1pp | 76.9%-20.2pp | 69.5%-12.9pp |
| Annual return | 17.41% | 21.57%-4.2pp | 25.88%-8.5pp | 73.14%-55.7pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,321 | $2,987-22.3% | $3,706-37.4% | $3,332-30.3% |
| Admin fee / account holder | $4,362 | $4,512-3.3% | $5,608-22.2% | $4,645-6.1% |