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 | $94,194 | $54,762+72.0% | $90,281+4.3% | $72,985+29.1% |
| Participation rate | 61.3% | 65.1%-3.9pp | 73.3%-12.0pp | 69.5%-8.2pp |
| Annual return | 18.64% | 30.63%-12.0pp | 78.10%-59.5pp | 81.00%-62.4pp |
| Employer contribution / active EE | $1,514 | $2,092-27.6% | $2,854-47.0% | $2,440-37.9% |
| Participant deferral / active EE | $3,769 | $2,887+30.6% | $3,885-3.0% | $3,607+4.5% |
| Admin fee / account holder | $1,447 | $3,972-63.6% | $5,351-73.0% | $5,124-71.8% |