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 | $70,584 | $69,362+1.8% | $101,248-30.3% | $73,488-4.0% |
| Participation rate | 34.6% | 68.4%-33.8pp | 75.8%-41.2pp | 70.7%-36.1pp |
| Annual return | 15.35% | 18.46%-3.1pp | 46.47%-31.1pp | 28.51%-13.2pp |
| Employer contribution / active EE | $906 | $2,628-65.5% | $3,660-75.2% | $2,270-60.1% |
| Participant deferral / active EE | $1,866 | $3,300-43.5% | $4,370-57.3% | $3,740-50.1% |
| Admin fee / account holder | $1,307 | $704+85.8% | $5,945-78.0% | $513+154.8% |