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 | $88,602 | $78,422+13.0% | $95,952-7.7% | $79,858+10.9% |
| Participation rate | 67.9% | 73.5%-5.5pp | 77.1%-9.1pp | 69.6%-1.7pp |
| Annual return | 17.25% | 19.37%-2.1pp | 91.61%-74.4pp | 31.71%-14.5pp |
| Employer contribution / active EE | $1,850 | $1,945-4.9% | $2,541-27.2% | $2,471-25.1% |
| Participant deferral / active EE | $4,118 | $3,440+19.7% | $4,167-1.2% | $3,740+10.1% |
| Admin fee / account holder | $593 | $5,622-89.5% | $6,795-91.3% | $5,306-88.8% |