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 | $69,692 | $74,927-7.0% | $101,794-31.5% | $84,808-17.8% |
| Participation rate | 61.1% | 61.4%-0.3pp | 69.2%-8.1pp | 68.3%-7.2pp |
| Annual return | 12.81% | 18.70%-5.9pp | 30.53%-17.7pp | 40.90%-28.1pp |
| Employer contribution / active EE | $976 | $1,522-35.9% | $2,289-57.4% | $2,631-62.9% |
| Participant deferral / active EE | $3,361 | $3,099+8.4% | $4,084-17.7% | $4,212-20.2% |
| Admin fee / account holder | $5,215 | $6,514-19.9% | $8,777-40.6% | $7,344-29.0% |