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 | $95,395 | $62,672+52.2% | $185,117-48.5% | $70,131+36.0% |
| Participation rate | 33.3% | 63.8%-30.4pp | 77.3%-43.9pp | 69.5%-36.2pp |
| Annual return | 13.99% | 40.79%-26.8pp | 40.50%-26.5pp | 73.14%-59.2pp |
| Employer contribution / active EE | $403 | $1,753-77.0% | $4,182-90.4% | $2,342-82.8% |
| Participant deferral / active EE | $2,481 | $3,272-24.2% | $5,045-50.8% | $3,332-25.5% |
| Admin fee / account holder | $52,653 | $3,932+1239.2% | $8,159+545.3% | $4,645+1033.5% |